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Fuduciary

The Unethical, But Legal, Actions of Some Financial Advisors

Submitted by Robert Gordon & Associates, Inc on April 6th, 2018

There’s plenty of opportunity out there for someone who’s unethical to take advantage of good people. That’s especially true when that someone is a financial advisor, so investors need to carefully select whom to trust. What some advisers do may not be criminal, but it’s still unethical because it’s not in clients’ best interests.

Tags:
  • Commission
  • Fees
  • Financial Planning
  • Fuduciary
  • Read more

Breaking Down Your Credit Score

Submitted by Robert Gordon & Associates, Inc on March 5th, 2018

An individual’s credit score can impact many areas of life, particularly when it comes to homeownership – yet few, especially Millennials, seem to fully understand how it’s calculated and how it may be improved. In fact, 74% of college students don’t even know their credit score!

Tags:
  • Barrowing
  • Credit Score
  • Financial Planning
  • Fuduciary
  • Interest Rates
  • Loan
  • Read more

Video: How to Choose the Right Investment Advisor

Submitted by Robert Gordon & Associates, Inc on March 2nd, 2018

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

 
Tags:
  • CFP®
  • Fuduciary
  • Investments

Dollar-Cost Averaging and Reverse Dollar-Cost Averaging

Submitted by Robert Gordon & Associates, Inc on January 10th, 2018

Dollar-Cost Averaging

So, what is dollar-cost averaging?

     Dollar-Cost Averaging: The technique of buying a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price.

            -Investopedia

Tags:
  • Diversification
  • Financial Planning
  • Fuduciary
  • Read more

Top 6 Things No One Tells You About Retiring

Submitted by Robert Gordon & Associates, Inc on November 21st, 2017

To make your retirement years truly golden, understand what may be coming your way. Many of us look forward to retirement as the reward for a lifetime of hard work. While the post-work years can truly be golden for those who plan for them, many retirees are caught off guard by the facts of their new life.

Tags:
  • Financial Planning
  • Fuduciary
  • Spending
  • Read more

Video: Don't Like Where You Are Financially? Change Your Behavior

Submitted by Robert Gordon & Associates, Inc on October 5th, 2017

Our behaviors produce the results we see in our lives.

 
Tags:
  • Advice
  • Financial Planning
  • Fuduciary
  • Invest
  • Risk

Are You Working With a Financial Advisor or a Salesperson?

Submitted by Robert Gordon & Associates, Inc on August 11th, 2017

     When is a “financial advisor” really an advisor and when is he just a salesperson? The answer to that question has important implications for millions of Americans who turn to financial professionals to help them navigate often complex decisions regarding how best to invest for long-term goals, including retirement.

Tags:
  • Advice
  • CFP®
  • Duty of Care
  • Ethics
  • Financial Planning
  • Fuduciary
  • Read more

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