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…
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…
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…
You’ve still got time. Think of the DOL’s new fiduciary rules as a shot across the bow. Heed the warning, change course, and discover how rewarding this business can be…
It’s inevitable, from working over twenty years in an industry like mine, you tend to get a little cynical. The ink is hardly dry on the new “fiduciary” standard promulgated by…
updated April 25, 2018 If your advisor is not on the same page with you, it makes it harder to weather downturns. There are five very basic service points your…
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