Very recently I had a fascinating conversation with someone who is very wealthy, and completely ignorant of financial advisors. He does not have an advisor, and he further believes that very few people have them or need them. I found …
Shutdown Day 25: Not the Worst Statistic
Today marks day 25 of the partial federal government shutdown, the longest shutdown of the government in recorded history. It is a true statement that the shutdown is not only remarkable for its length but also because it has been …
Revelation at a Firehouse Pancake Breakfast
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 …
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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The Coming Advice Renaissance?
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 …
Not Grasping Percentage Points-New Impact
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 …
Free Financial Advice Like Free News: Trouble Ahead
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 …
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I received the first copy of my book!
This past Saturday I received a small supply of books in advance of a talk I had scheduled. I am very proud to finally hold my book! Looking forward to the official release in 28 days!
Nicholas W. Stuller 