Topic

Investment Strategy

Fee-Only Financial Advisor: What It Means and How to Find One

Learn what a fee-only financial advisor is, how they differ from fee-based advisors, what they cost, and how to find one that fits your situation.
By Ron Bullis, CEO & Tim Uihlein, CFP®

Factor-Based Investing: Why Your Advisor’s Stock-Picking Strategy Matters

How does your advisor decide which stocks to buy? If the answer involves phrases like "we believe" or "our analysts predict," it's worth exploring what that really means for your portfolio. Here's how Lifeworks uses factor-based investing...
By Lifeworks Advisors & Ron Bullis, CEO