Firing Your Financial Advisor Archives

For many people, the worst part of the process of terminating an advisor happens at the very end, when you finally have to tell the guy the relationship is over. Think about that love affair that just wasn’t right. You knew that he/she was wrong for you, but actually breaking off the relationship filled you …

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Creative Capital

Firing Your Financial Advisor, Part III

by Greg Curtis

Now that we know why we’re going to fire our financial advisor, let’s talk about when to do it. Obviously, if any of the issues I detailed in my last post are operating, the time to fire your advisor is ASAP. But even if no hot-button issues have raised their ugly heads, that doesn’t necessarily mean that all is …

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Creative Capital

Firing Your Financial Advisor, Part II

by Greg Curtis

If you Google “Should I fire my financial advisor?” you will land on a lot of brain-dead articles. If any of the reasons listed in those articles apply to your financial advisor and you haven’t fired him, you’re probably hopeless. But in the interest of comprehensiveness, let’s take a quick look at reasons to fire your advisor right …

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Creative Capital

Firing Your Financial Advisor

by Greg Curtis

“You’re fired!” – Donald Trump. The incredible—and incredibly long—bull market in both stocks and bonds that has persisted since the end of the Global Financial Crisis is now teetering. Whether or not the market bloodbath that occurred in October continues, the bull will in fact come to an end one of these days. When that …

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