Empowering Your Financial Journey
Navigating the complexities of personal finance requires knowledge, insight, and the right resources. Our blog page is designed to empower you with expert articles, tips, and strategies across various financial topics, ensuring you have the information you need to make informed decisions. As a fee-based financial advisor firm, our commitment is to provide unbiased, client-first content that aligns with your financial well-being.
How to Steer Clear of the Crooks
Tony Fiorillo is quoted in this CNBC exclusive article discussing how to avoid falling prey to a Ponzi scheme.
This article covers some of the tactics used by fraudulent firms and individuals and ways that you can protect yourself against them. Doing your homework on someone that offers an incredible return on your investment is necessary. Propositions that include low risk and high return should cause a red flag in the conscience of any investor.
Registered Investment Advisors
This CNBC video explains specifically why an independent Registered Investment Adviser, in contrast with your typical stock broker put the client’s needs first. This is an excellent video explaining the difference between a commission-based broker and a fee-only investment adviser.
Free Annual Credit Report
This central site allows you to request a free credit file disclosure, commonly called a credit report, once every 12 months from each of the nationwide consumer credit reporting companies: Equifax, Experian and TransUnion.