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Month: June 2017

Rick Honored as “Distinguished Adjunct Professor”

Rick has been appointed to the rank of Distinguished Adjunct Professor by Golden Gate University, located in San Francisco, CA. “This is the highest rank that can be conferred upon a member of our adjunct faculty,” noted Barbara Karlin, Vice President for...

New Fiduciary Rule, Same Old Need for Consumer Caution

Watch this video on YouTube 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...

106 Things We Do For Clients, No. 29

No. 29 of 106 Things We Do For Clients Review your existing IRAs. You might be thinking, “what can possibly go wrong with an IRA?” Yet some common mistakes can literally defeat much of the benefits. These include neglecting to maintain accurate beneficiary...

Financial Adviser Designations Do Matter

Watch this video on YouTube If you’re in search of financial advisers, pay attention to the designations behind their names. For a financial planner, look for a CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), or MSFP (masters in...

106 Things We Do For Clients, No. 28

No. 28 of 106 Things We Do For Clients Review your investments in your company 401(k), Simple IRA, or 403(b) plans. I recently received this email from a family member: “We went to sign up for our employer’s Simple IRA and were quickly overwhelmed by the...