Top 10 Reasons Why Financial Advisor Documentation is Critical!
Who wins when your primary interaction with a financial advisor is verbal? It is certainly not you, if you are an investor who buys financial...
How to Pay Off Significant Credit Card Debt
I recently incurred a significant amount of credit card debt. How should I begin to pay it off? The best way to pay off credit...
Show me the money!
This is the final installment of a six part series on choosing a 401k plan advisor. What fees and expenses will my plan be subject to, and...
5 Ways Your Financial Advisor Selection Process Creates Hidden Risks!
Most investors do not have formal processes that they use to select financial advisors. They usually interview a few advisors and select the ones they...
Caveat Emptor: There’s more!
This is Part 5 of a six part series on choosing a 401k plan advisor. While many nationally recognized insurance and brokerage firms advertise that they...
What do A-Rod and Wall Street Executives have in Common?
Major league baseball, Wall Street, and companies don’t cheat. Baseball players and company executives cheat. They are the decision-makers. Agencies provide names if the cheater...
Client Expectations Matter!
Dr. Harry Markowitz won a Nobel Prize for his pioneering quantitative research and economic theories. He is credited with developing much of the intellectual framework...
Caveat Emptor
This is Part 4 of a six part series on choosing a 401k plan advisor? Wouldn’t a reasonable 401k plan sponsor be put at ease with...
Weighing In: There Will Be More Detroits!
50 years ago I was awarded a scholarship to pursue a Master’s Degree in Public Administration. Part of the program required an internship at a...
Defining Income in Retirement: Safe Money vs. Risk Money
How much money do you need to retire? We’ve all seen the commercials asking, “what’s your number?” The commercials are referring to the amount of...
