Why Choose a CFA Charterholder as your wealth manager?

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Working with a Financial Adviser

Setting Goals and Making Plans

The Basics 

• Choosing a Financial Adviser (PDF)
• Where to Turn for Help with Your Investments (PDF)
• Managing Your Adviser Relationship (PDF)
• Understanding your adviser’s responsibilities

Checklists

• Questions to ask yourself before talking with an adviser
• Questions to ask the adviser in your first meeting
• Questions the adviser should ask you

Setting Goals

• Defining Your Investment Objectives (PDF)
• The Difference between Goals and Dreams (PDF)
• Ensuring Retirement Years Are Golden (PDF)
• Memo from Arthur Zeikel to His Daughter on Managing Your Own Portfolio (PDF)

Making Plans

• Ten Ways to Avoid Investment Fraud (PDF)
• Twelve common investment mistakes
• Ten tips for socially responsible investing
• Rock 'n Roll Investment Tips (PDF)
• Leveraged Exchange-Traded Funds (PDF)
• Investing and Inflation: Time to Protect Your Future? (PDF)