Recent Articles
“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...
If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...
Estate planning is one of 2024’s hottest seminar strategies for financial advisors. You don’t have to take my word for...
Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...
If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...
As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
If you’ve turned on the news lately (or read the paper… or looked at social media… or talked to practically anyone),...
The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...