How to Pick a Financial Advisor By Steve Garmhausen

Before you lock into an advisor, it pays to do a thorough check. Here's a Barron's guide to the process.  Selecting a financial advisor can be a lot like choosing a new car: The one with the most flash isn't necessarily the best one for you.

Change can be difficult – so difficult that many prefer to stay the course rather than endure the discomfort that often accompanies change.  But when it comes to your personal finances, the stakes are too high to remain in an uncomfortable situation.  It’s up to you to protect your financial future and your own peace of mind...

Kimberly Clouse On Behavioral Finance And Investing

Kimberly Clouse, the Advisory Board Chair at Covestor, recently appeared on Enterprise Radio to discuss the growing field of behavioral finance and its practical implications for investing with host Eric Dye.

Money Milestone: At the annual review, talk to your advisor more openly By Kimberly Clouse

If you're considering severing the cord, here are five questions that could help you get the relationship back on track, or part on better terms. Many people treat the turning of the calendar from December to January as a milestone and resolve to find a new financial adviser in the first quarter, along with eating less and exercising more.

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