The Difference Between Fee-Based and Fee-Only Advisors

Esther Pak at Morningstar does a good job explaining the often-overlooked difference between Fee-Only and Fee-based compensation methods.  She also explains that Registered Investment Advisers are held to a Fiduciary standard and that stock brokers are held to a “suitability” standard.  Read the article The Difference Between Fee-Based and Fee-Only Advisors by clicking on the […]

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NAPFA consumer education webinar – Protecting What you Have – 11am on 11/6/09

Risk management is a integral part of  a comprehensive financial plan.  Your health, family, and home are important and need to be kept safe. Join NAPFA-Registered Financial Advisor Roseann Bove, CFP, CLU in a NAPFA consumer education webinar on November 6th, 2009 at 11am pacific.  Roseann will provide information on how you can protect the […]

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Free Financial Advice event – March 26th, Pioneer Courthouse Square

The NAPFA Your Money Bus tour is making a stop in Portland on March 26th at Pioneer Courthouse Square from 10:00am to 3:00pm.  NAPFA volunteers will be distributing basic information about budgeting, taxes, debt management and savings. They will also be available to answer general questions relating to individual finances.  You’re probably thinking “what’s the […]

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