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Most CFP’s are Brokers. Fiduciary Advocates say that’s a Problem.

Recently Rick was asked for input on the this controversial topic. Kahler is calling on the CFP Board either to impose a stringent fiduciary duty or to roll back the clock to the days when the CFP designation only signified a level of education, rather than an...

New CFP Board Code of Conduct Standards Are ‘A Mess’

Recently I was quoted regarding the New CFP Board Code of Conduct Standards saying: The new standards are “a mess for the consumer [and will lead to] advertising by advisors that is not honest and is a step short of fraudulent,” said Rick Kahler, a member of the...

Think markets are moody? How about investors?

In a recent article, Deborah Nason explores the following ideas. Financial advisors may handle wild market swings like pros, but the same cannot always be said for their clients. Approaches to handling investors fears can include re-framing the issue for worried...

CFP Board-Revised Proposed Standards Discussion Webinar

Introduction: The CFP Board’s revised proposed standards are under review and expected to be put out this next quarter. They include a strong statement describing fiduciary duties of loyalty and care. This is good. The problem, however, is a strong statement is not...
Should you pay off that mortgage before retirement?

Should you pay off that mortgage before retirement?

SHOULD YOU PAY OFF THAT MORTGAGE BEFORE RETIREMENT? February 6, 2018 |  Andrew Osterland KEY POINTS For many, owning their home outright provides a valuable sense of security — legitimate or not. Yet paying off your mortgage may not always be the best strategy. The...