Recent Articles
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...
Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...