Healthy Relationship With Your Advisor
How to pay for advice and investments
Nothing is free, some things are worth paying for.
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.
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.
Fulfilling Needs
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...