Posts

Showing posts from April, 2009

Financial Advising: What advise is good advice?

This is a guest post from Mike Huefner, a recent graduate of UB and an Intermediate Product Control Analysts for a major financial institution. Here he shares his insights on Financial Advisors (FAs). What is a Financial Advisor? A FA is an individual with clients who advises them on their finances and portfolios. Yes, I realize that if I were to end my thought here I would have to apologize to the creator of this website because I am fairly certain the number of viewers would have dropped from 6 to 2 (of course I would still be frequenting the site). The simple question really is complex, the answer even more-so; but you would be surprised on how difficult of a question this might be for your advisor. Do you have a FA? Does your Dad? Does your neighbor? Have these FA clients stopped to think about exactly how much time and expertise the FA has dedicated to their portfolio? Shortly after graduating from University at Buffalo I looked into a career as a FA. I was searching for a job whe