I live in a very small town about two hours outside of Manhattan and like many of them around the country, my local volunteer fire department sponsors Pancake breakfasts to raise money. I think I may have been to one …
Category: Advisors
Suze Orman: Another Personality Bashing Advisors
On January 2nd 2019, ThinkAdvisor interviewed Suze Orman, a best-selling author, former stockbroker and former media personality on CNBC and on January 3rd Barrons referenced the same article quoting many negative points about advisors. In short, Ms. Orman made a …
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My New Company Was Selected for the Envestnet|Yodlee Incubator Program
For the past 18 months I have been quietly working on my new company, which is www.myperfectfinancialadvisor.com a new application intended to be the “eharmony” of matching investors or consumers to their ideal financial advisor. It is “new” because up …
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Pros and cons of fully delegating to your advisor
A couple days ago, I was doing a talk (my book release and book signing event) and during the question and answer period I was asked a great question by Bill Kelly, the CEO of The CAIA Association. His question …
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Nicholas W. Stuller 