TheStreet: "4 Critical Questions to Ask Your Financial Advisor"


Author: Derek Holman

Working with clients, I have been excited to hear more and more people ask me about what it means to be a fiduciary and why that’s important.

Over the years, I have consolidated my thinking on fiduciary relationships and the ways in which investors should proactively identify potential advisors. TheStreet, Inc. a well-known source for financial news and services, invited me to share my thoughts on their website. I may be biased, but I highly suggest you read it. It’s called “4 Critical Questions to Ask Your Financial Advisor.”

If you have any more questions about the value of being a fiduciary you can check out our “Why EP?” page or please feel free to contact me anytime.

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