5 Things Brokerage Firms Need To Stop Saying
When I drive to my office in the mornings, I usually listen to talk radio. Normally, I tune out the advertisements in between segments....
What You Need To Know About The New Department of Labor Fiduciary Rule
Last month, the Department of Labor's new "Fiduciary Rule" governing financial advisors was scheduled to take effect. Although officially...
Process, Then Product
A few weeks ago I was reviewing with a friend and client. He reached out to get my opinion on what he should do with some extra income...
Does My Financial Advisor Work For Me Or His Brokerage Firm?
Well, it depends. Most financial advisors don't actually sit on your side of the table. This goes against the common perception that a...
