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Financial Industry Regulation

Mar 06
0

Our Greatest Enemy isn’t a Virus, it’s Fear and Panic

By KearleyAdmin | Financial Industry Regulation, Financial Planning, Investing

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….

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Feb 27
0

Expect the Unexpected

By KearleyAdmin | Financial Industry Regulation, Financial Planning, Investing

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…

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Feb 06
0

Combining Traditional and Innovative Investing

By Rob Schulz | Financial Industry Regulation, Financial Planning, Investing

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….

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Feb 13
0

Step 1 to a Great Investment Portfolio: Ditch the Salesperson

By Rob Schulz | All, Financial Industry Regulation, Investing

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…

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May 19
0

You Want Financial Independence? Here’s the First Step

By Rob Schulz | All, Financial Industry Regulation, Financial Planning

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…

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Oct 25
0

Beware of the Advising World’s Wolf in Sheep’s Clothing

By Rob Schulz | All, Financial Industry Regulation, Investing

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…

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Aug 02
0

CFP Board’s Proposed Changes – What You Need to Know

By Rob Schulz | All, Financial Industry Regulation

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…

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Dec 21
0

Finally….A Fiduciary Standard that Makes Sense

By Rob Schulz | Financial Industry Regulation, Retirement/401(k)

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”…

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Dec 15
0

Lessons and Insight into Dallas Police & Fire Pension Debacle

By Rob Schulz | All, Financial Industry Regulation, Investing, Leadership, Retirement/401(k)

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…

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Apr 29
0

Life Insurance Agents: Where Did They Go?

By Rob Schulz | All, Financial Industry Regulation, Insurance

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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