If it weren’t already hard enough to understand whose side your financial advisor is on, it got more complicated on June 9, 2017. As of that date, all financial advisors who sell products are required to forego any sales agenda and give advice that would benefit their clients or customers (called “fiduciary advice”). Does this […]
No. 29 of 106 Things We Do For Clients Review your existing IRAs.
If you’re in search of financial advisers, pay attention to the designations behind their names. This is advice I’ve given readers forever. (Advice which may seem self-serving, since I hold most of these designations.) But is there any evidence that financial planning designations really matter?
No. 28 of 106 Things We Do For Clients Review your investments in your company 401(k), Simple IRA, or 403(b) plans.
“Holacracy is not something to go beyond, it is beyond.” This statement from David Allen, author of the iconic book, Getting Things Done, illustrates the challenge of describing the Holacratic approach to operating an organization. Allen was a speaker at the first Global Holacracy Forum, held in Amsterdam, which I recently attended. What is Holacracy? […]