Will Financial Professionals Ever Put Clients Interests First?
I have always admired Bob Veres for his good intentions and what he has tried to do consistent with core beliefs that are laudable. However,...
“Doing It Yourself” with the Aid of a Broker is a Dead Model
Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all...
Why the Fiduciary Standard is Important to You!
President Harry Truman quoted “If you can’t convince them, confuse them”. In the financial planning world this statement has truth. Financial products are becoming more...
What is a Fiduciary Financial Advisor?
Perhaps you have read about a new Department of Labor regulation that mandates anyone who provides financial advice and services for retirement assets must be...
How to Interview a Financial Advisor – eBook
Investors do not deliberately select bad advisors. And yet millions of investors have bad advisors. What went wrong? These investors made bad decisions based on...
Who Are the Real Financial Fiduciaries?
The DOL just published a new regulation that turns stockbrokers into financial fiduciaries when they provide financial advice and services to qualified retirement plans (401k)...
Why Robo Advisors Are Not Cutting Edge
I’m an obsessive trend-tracker and it came as no surprise when friends and colleagues started forwarding an article from Bloomberg about the rise of the...
5 Tax Preparation Rules to Follow so You Don’t Get Ripped Off
Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...
How Much Is a Financial Planner Worth?
According to Wikipedia, financial planning is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict...
The Crazy World of Financial Advisor Acronyms
Last night, my son Marcus asked me what I did for work. “Are you a CPA or something…?” As if he knew what that meant. ...
