Does Your Prospective Financial Advisor Have a Mug Shot?

As a Certified Financial Planner™ fee-only practitioner I have seen a disturbing trend recently of clients and prospects seeking my assistance with their concerns regarding […]

By |August 25th, 2016|Categories: Advisors|Tags: , , |0 Comments

Suitability vs. Fiduciary Standards…It Matters!

If you are anything like us, you are always busy — right?

We tend to make time for what is most important to us but never […]

By |August 17th, 2016|Categories: Advisors|Tags: , , , , , , |0 Comments

Should I Trust a Fiduciary Financial Advisor?

Everyone claims to be a financial advisor who is also a trustworthy financial expert. They make these claims to win your trust and gain control […]

Will Financial Professionals Ever Put Clients Interests First?

I have always admired Bob Veres for his good intentions and what he has tried to do consistent with core beliefs that are laudable. However, […]

By |July 27th, 2016|Categories: Advisors|Tags: , , |0 Comments

“Doing It Yourself” with the Aid of a Broker is a Dead Model

Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all […]

Why the Fiduciary Standard is Important to You!

President Harry Truman quoted “If you can’t convince them, confuse them”.  In the financial planning world this statement has truth.  Financial products are becoming more […]