There is no question that viruses are deadly and scary. According to the CDC, the regular, annual seasonal flu quietly kills somewhere between 291,000 and 646,000 people per year worldwide….
There was a major selloff in the stock market this week as investors processed information about the coronavirus. As we discussed these events, Austin and I inadvertently found ourselves talking…
There is a new sleeve of our portfolios that we are becoming more and more helpful. Adding to the traditional stock and bond mix, we are using Defined Outcome ETFs….
Most people trust their financial advisor. Problem is, most advisors should not be trusted. I know that’s a strong statement, but after spending over twenty years in this industry, I…
Only a very small percentage of American’s will ever experience financial independence. Why? Because just being successful in our professional careers is not enough. We have to know how to…
When I first decided to start my own Registered Investment Adviser (RIA) firm, my longtime peer and friend responded incredulously, “You’re going to walk away from all of your trail…
In June, the CFP Board released proposed revisions to its Standards of Professional Conduct, for public comment. The public forums on these proposed changes just wrapped up last week. I…
With regard to a fiduciary standard for my industry, it’s been a long road so I won’t bore you with the historical details. From the lawsuits (see End of “Merrill Lynch”…
For the last week, our local news in the DFW area has been all abuzz about problems within the DPFP (Dallas Police & Fire Pension). A great MarketWatch article came…
Life insurance agents created the financial planning community, and sadly their own was damaged in the process. Can recent regulation spur a rebirth? Needs-based selling, where an agent gathered pertinent…
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