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
How not to get cheated
Protect yourself at all times. It's not hard. Here's how.
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The price of inaction
When we do nothing the outcome is often inevitable, and painful
On being rich
The choice to live richly is entirely up to you.
In what I think is evolving into a dialogue, Gordo Byrn follows up on my Five Questions(tm) (if Apple...
People who shouldn’t hire me, part 3: “I want to be healthy but keep abusing drugs.”
Every one in my profession has seen this multiple times: the client who swears they want to be...
People who shouldn’t hire me, part 2: “this time is different”
Today I want to look at the bane of existence for everyone doing real financial planning, as well as the...
People who shouldn’t hire me, part 1: the market beater
In many industries and professions, a practitioner is advised to describe his ideal client, and try to...