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...
Bonds that Go Boom
Let’s talk about bonds! You scarcely hear or read much about bonds. The stock market, especially in recent days with the Brexit, grabs the headlines...
“Brexit” and The Markets Volatility: Should You Buy or Sell?
Britain’s decision to leave the EU – has recently caused some worries which have negatively affected the world’s financial markets to start the 2016 summer. ...
Dissecting the Exchange Traded Fund
The Exchange Traded Fund marketplace has grown exponentially over the last 10 years. Almost 2,000 ETF’s are currently available with hundreds more in registration. In...
Financial Planning – Stay the Course
An invested portfolio is never a stagnant one. This may seem like a ridiculous thing to say out loud—of course it isn’t stagnant, we want...
Tools for the Financially Wise College-Bound Parent
Today paying for college has become perhaps one of the greatest financial concerns for millions of Americans. This is completely understandable as college costs have...
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...
Financial Planning: 5 Advantages to Starting Early
When should you meet with a financial planner? The short answer, now. When do most people meet with a financial planner? After a significant life event occurs. The event, such...
Investors Hungering for an Inside Scoop
It’s sooooo NOISY out there! People don’t have a good intuitive sense of how to weigh new information in light of what they already know. They...
