#FinancialAdvisor

Matt Morizio

How your financial advisor makes $10,000 per hour

“I’ve been so busy I haven’t been able to rebalance my clients’ accounts in 10 months.” Those were the words of an advisor managing...

Matt Morizio

Behind the scenes of financial advising: What I learned in 2018, part 2

Personal health is always a back burner item…even financial health How often do you bring up exercise with someone and they respond, “I...

Matt Morizio

When do you sell a stock?

You have money in the bank, and if invested properly, you know it can “work for you.” But investments aren’t your forte, so you hire an...

Matt Morizio

Welcome to the sausage factory

I was at an event the other day sitting with a group that included both a portfolio manager (person who manages a mutual fund) and...

Matt Morizio

Do you have a (financial) plan?

Maybe you have someone who manages your investments, and maybe “make my money grow” is a sufficient goal right now, but maybe it isn't....

Matt Morizio

Is Wall Street insulting you with investment minimums?

I haven’t been in the industry a long time, and I don’t pretend to know everything, but I’ve been in it long enough to recognize there is...

Matt Morizio

How to Find a Financial Advisor

I created this site to answer this exact question: How do you find a financial advisor you can trust who is really good at what they do?...