From the Back Cover
A Practical Guide to Finding Trustworthy FinancialAssistance
Getting Started Infinding a Financial Advisor
Given the events of the past two years—from bankruptciesto financial scams—it's more important than ever thatinvestors understand who they are hiring to handle theirfinances.
Getting Started in Finding a Financial Advisor exploresthe important relationship between an investor and their financialadvisor and examines how you should go about finding potentialcandidates. Page by page, it shows you how to interview and checkthe¿credentials of seven key types of advisors, so that youcan spot and avoid rogues, scam artists, and incompetents. Alongthe way, you'll also learn how to understand what can happen if theinstitution or advisor you're with ends up in financial or legaldifficulty. Engaging and informative, this timely guide:
Helps you determine the kind of advisor best-suited for yoursituation
Explains in detail the issue of fiduciary responsibility offinancial advisors, so you can find solid professionals who are onyour side
Provides essential interview questions, discusses whatcredentials really mean, and which are important
And much more
Most people who give advice about money are trusted withoutactually having earned that trust. Getting Started in Finding aFinancial Advisor helps you set the highest standards, allowingyou to locate professionals who can be trusted to protect yourfinancial well-being and help you prosper.
About the Author
is a Senior Columnist for MarketWatch. His work is syndicated nationally to an audience of more than twenty million readers per week, with his "Your Funds" column being the most widely read feature on mutual fund investing in America. Upon joining MarketWatch in 2003, Jaffe created the "Stupid Investment of the Week" column, a quirky feature that highlights the flaws that make for bad investments. In addition to MarketWatch, Jaffe provides regular guest commentary for Nightly Business Report
on public television and for All Things Considered
on National Public Radio.