Wow. Talk about a reaction. In May 2010, I penned an article for an industry website (RIABiz.com) about my business model. I advise individuals regarding the investments (and when to make changes) in their 401k at work. That article has unleashed a firestorm or...
This is a lengthy article written by Bill Good, who writes a monthly column for Research magazine. Research is an industry site and printed publication for registered investment advisors and stockbrokers. In the article, comparisons are drawn between modern...
I was featured in this article from Financial Advisor Magazine in May 2010. I was asked to outline how my practice developed and how I serve my clients. Even in 2010, there are very firms, and very few registered investment advisors, that specialize on helping...
Financial Advisor Magazine is an industry publication that offers, according to their slug, “Knowledge For The Sophisticated Advisor.” I was asked to provide comment for an article appearing in their May 2010 issue titled “Watch Your Investment...
In this article I wrote for RIA Biz (an industry site) in April 2010, I discuss how Investment Advisors can no longer outsource their market risk-management decision making to a computer program or third party asset manager. Advisors: Reclaim Management Of Your...
In this article, published in the April 2010 issue of Financial Advisor Magazine, I discuss how the days of computer-generated multicolored pie charts being well-received by the investor are over. April 16, 2010 Take Back Money Management Financial advisors should...
