The Fiduciary Pledge
Does your advisor pledge to serve your best interests all of the time?
Over-managed and under-advised
What does the size of a firm's assets under management tell you about what they do? Not much.
Who pays your advisor?
Warren Buffett needs to take a bat to Wells Fargo
Wells Fargo customers were wagon-jacked, and it’s time for senior management to pay the price....
Unbiased advice vs. the incentive
Having a relationship with a fiduciary advisor means never having to wonder what incentive is behind the...
Are you a customer or a client?
There is no reason ever to settle for being just a customer
Your retirement took a beating today
New fiduciary rule won't eliminate abusive practices
How not to get cheated
Protect yourself at all times. It's not hard. Here's how.
How Your Retirement Was Raked (part 1)
America's retirement plans are being drained by an endless flow of fees and expenses.
Whither the free lunch
Over a decade ago, my former partner and I would be invited twice a year to a fancy luncheon, held at a...