What to Look for in a Financial Advisor? - Listen - Cents of

Cents of Security by Interactive Brokers

What to Look for in a Financial Advisor?

Listen now

Description

What qualifications should investors look for in an financial advisor? Are there fees? What are the goals for the money invested? Steven M. MacNamara, CFA - IBKR Institutional Sales, joins Cassidy Clement, Senior Manager of SEO and Content to discuss the elements to look for when selecting a financial advisor.

More Episodes

See all »

High Yield Savings Accounts – Worth it and When?

In this episode we explore high yield savings accounts or HYSAs. Some may hear the word high yield and think it is great fit, but there are some things to consider when reviewing if it is right for you.

Published 11/26/24

Cents of Security by Interactive Brokers

Published 11/26/24

How to Start Investing with IBKR

Starting an investment process can seem daunting. In this episode, we discuss IBKR’s trading platforms for different skill levels and where listeners can find educational resources to aid in their process. Steve Sosnick joins Cassidy Clement explore the topics.

Published 11/20/24