Olivia Mellan recently wrote an article on risk tolerance where she says, “Since the market meltdown, investment advisors have been searching for better ways to measure how much risk really makes sense for each client. Some swear by a particular risk...
What if you are skeptical of investing into a shaky economy? You may want to take some advice from Jerry Boyer, who recently talked with Kiplinger.com senior editor Jeffrey R. Kosnett. Here is an excerpt from the article. To prepare for life after a paycheck, Jerry...
Watch this video on YouTube Not long ago I was meeting with a couple who were relatively new clients. We were going over data on a recent mutual fund investment, and I commented that I was surprised to see the fund offered a commission of 2.25%. As a fee-only...
The CFP Board will substantially increase the fees educators must pay in 2010 to have their courses approved for CFP® continuing education. By my estimation, small providers of CE credits may be priced out of the market. For example, I usually...
I received notice today that my longtime real estate and asset protection mentor, Jack Miller, passed away on October 9th after a short illness. I’ve attended numerous courses put on by Jack over the past 25 years. He was a mentor to me and taught me...
