Author: Nathan Gilbert

A TIAA-CREF study published in October 2015 highlighted the most common barriers to seeking financial advice. The study found that the top reasons that Americans don’t seek help with their finances is because they either think they don’t have enough money to invest, they feel advice will cost more than they can

Admission: I worked in the brokerage industry for over 10 years and feel as though I was successful for my clients, my employer, and myself. That being said, there are many things in the brokerage world that incentivize behavior that is not in a client’s best interest. The most glaring example of this is how