HelloFi

HelloFi HelloFi is matchmaking service for financial advice. We match people with financial experts who fit both their needs and personality. Your goals. Your vibe.

Find, compare and select the best financial advisor to meet your needs. Your personality.

Its hard to predict where the market will take us. With the help of a HelloFi advisor, we can help you be prepared for a...
10/10/2019

Its hard to predict where the market will take us. With the help of a HelloFi advisor, we can help you be prepared for any outcome.

Kevin Muir, longtime trader and market strategist at Toronto-based East West Investment Management, says he’s preparing for a market storm that everybody...

Retirement plans can be confusing…check out this article from Investopedia to get a holistic view of what a 401(k) plan ...
10/03/2019

Retirement plans can be confusing…check out this article from Investopedia to get a holistic view of what a 401(k) plan is and the different types. Looking for some assistance in your planning? We can help

A 401(k) plan is a tax-advantaged, defined-contribution retirement account, named for a section of the Internal Revenue Code.

Unfortunately, many advisors out there don’t have your best interests in mind. At HelloFi, we make sure to match you wit...
09/24/2019

Unfortunately, many advisors out there don’t have your best interests in mind. At HelloFi, we make sure to match you with an that’s right for you—aligned with you goals and values. Great read, Financial Advisor Magazine:

We would all do well to periodically examine how we frame others.

"Investing is not the study of finance. It’s the study of how people behave with money.” The right can help improve yo...
09/18/2019

"Investing is not the study of finance. It’s the study of how people behave with money.” The right can help improve your behavior. Let us help you find the right one.

Let me tell you the story of two investors, neither of whom knew each other, but whose paths crossed in an interesting way. Grace Groner was orphaned at age 12. She never married. She never had kids. She never drove a car. She lived most of her life alone in a one-bedroom house and worked her whole....

Ever wonder who keeps an eye on financial advisors? Thankfully, the industry is heavily regulated in the US with people ...
09/16/2019

Ever wonder who keeps an eye on financial advisors? Thankfully, the industry is heavily regulated in the US with people and laws to protect consumers. Both the SEC and FINRA monitor the industry - and this article can help you better understand both.

Discover how the Securities and Exchange Commission (SEC) is different from the Financial Industry Regulatory Authority (FINRA).

What is a broker dealer and what does it mean to me? This in-depth look can help you understand the differences between...
09/12/2019

What is a broker dealer and what does it mean to me? This in-depth look can help you understand the differences between broker-dealers and other types of advisors. Not sure which type is right for you? The HelloFi Concierge is here to help.

Learn all about broker-dealers, including who they are, what they do, how they are registered, and more, in this in-depth guide.

Finding a with the right expertise and credentials is critical. With 100+ different certifications it can be hard to t...
09/09/2019

Finding a with the right expertise and credentials is critical. With 100+ different certifications it can be hard to tell what's what. This guide unpacks 9 of the most popular. https://www.investopedia.com/articles/01/101001.asp

We decode the meaning of the many letters that can follow the names of finance professionals.

Whether your dream is to to the beach or a cottage in the woods, there's no better time to start planning than today. ...
09/05/2019

Whether your dream is to to the beach or a cottage in the woods, there's no better time to start planning than today. We'll help you find a to help make your retirement dreams a reality.

Even for we’ll-do-it-our-way Baby Boomers, retirement usually involves two big life changes: less income and more freedom (to live where you want and do what you please). Our list of The Best Places To Retire In 2019 focuses on places that offer both affordability and a high quality of life.

CEO of Apex Clearing, Bill Capuzzi, believes the future of advice is human-centered. At HelloFi, we have a very selectiv...
09/04/2019

CEO of Apex Clearing, Bill Capuzzi, believes the future of advice is human-centered. At HelloFi, we have a very selective process when it comes to finding a financial advisor that's right for you. Your goals, your style, your personality. via InvestmentNews

The growing popularity of the hybrid model shows consumers want both a digital and a human wealth management experience.

For most people a home is the biggest purchase they will make. This guide gives you some things to consider and explore...
09/03/2019

For most people a home is the biggest purchase they will make. This guide gives you some things to consider and explore as you prepare.

Buying a home is the biggest financial decision most people will make, so many factors should be considered.

08/29/2019

Before you entrust your life savings to someone, it's important to do your homework. The US government provides a site where you can easily research an advisor's background and regulatory record. Let us help you sort through this:

BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.

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