Category: Uncategorized

Earlier this month I donated a Kidney to a family member in dire need. I wrote about the entire experience on my company’s website, but in short, I wanted to demystify the entire experience so that fewer people would have …

I believe there are a number of signs that indicate a coming renaissance in personal financial advice. These signs started to show oddly enough, right after the market crisis of 2008. After 2008, clients of financial advisors were leaving their …

I recently spoke to a group of investors and my experience reinforced the common reporting that investor education is much needed in this country. However, this event made me realize a new impact of basic investor education, and the ripple …

I have been thinking about writing this post for quite some time and in fact scheduled to publish it this week. Events from the past several weeks and months have made it even more relevant. The trend of “free” and …

There are many advisors and investors who think “sell” is a four-letter word which conjures up images of slick, fast talking, booze-buying people that will say and do anything to make a sale. While there have been, and always will …

I have a wildly unrealistic goal, and that is for every adult in the United States to hire a financial advisor. For such a change to happen in the next five years or so, is at least highly unlikely, and …

Technology has brought us incredible advances in efficiency in all areas of life including the interaction between an investor and their financial advisor. The ability to provide a client with information, data, and advice anywhere and anytime brings a level …

There are many reasons why less than half of Americans have a financial advisor, but one of the major reasons is investors and consumers simply do not understand advisors and are unaware that there are professionals that cater to every …

In the financial services industry it is mission critical to always be learning. The industry is so dynamic coupled with market moves, changing regulations and new technology it is important to read and learn. I subscribe to nine industry trade …