Tag Archives: Financial Advice

What is the Difference Between a Stockbroker and a Registered Investment Advisor?

Many people wonder, "What is the difference between a stockbroker and a registered investment advisor?"  In the financial world today, there are basically two types of advice available to investors, brokerage accounts and advisory accounts.  Unfortunately, most investors don't know the difference between these two kinds of advice.  In fact, most aren't aware that there is a difference. In…
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Fundamentals of Personal Financial Planning

I came across this website recently from the University of California Irvine with a free online course in personal financial planning.  It has eight self-study modules that cover the various aspects of this topic which are:  goal setting, taxation, insurance, investing, retirement planning, college planning, & estate planning.  I thought the information was very helpful…
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