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How To Pass On Benefits of A Stimulus Check

Watch this video on YouTube Recently a client called with this dilemma: “I’m probably going to get one of those government checks. But I don’t need it. I’d be embarrassed to take it. How can I return it?” The government checks in question...

Coping With A Pandemic’s Divisiveness

Watch this video on YouTube Pandemics, unlike other disasters which bring communities and nations together, fracture relationships and social structures. In a March 12 New York Times column, “Pandemics Kill Compassion, Too,” David Brooks discusses...

Financial Caregivers Need Self-Care, Too

Watch this video on YouTube These are hard times to be in the caregiving business. Of course, front and center in this crisis are the medical caregivers charged with people’s physical wellbeing. These devoted and courageous professionals risk their lives caring...

Coping With COVID-19 Transition

Watch this video on YouTube Taking in the current news feels surreal. Is this a sci-fi movie, or is it really happening? Media reports offer continuous information on the number of new cases, new deaths, shortages and panic buying, government orders locking down...

“Fee-Based” Does Not Mean Fee-Only Advisor

Watch this video on YouTube In a move that has bewildered many CFPs, the CFP Board of Standards just took a giant step backward in transparency. It chose to no longer inform consumers searching for a CFP of advisors’ compensation models. The CFP Board sets the...

Scary Bear Market Deja Vu

Watch this video on YouTube It’s hard to believe one month ago the Dow Jones average hit a high of 29,551.42. Since then, we’ve experienced a US stock market meltdown and volatility similar to that of 2008. The Dow plummeted to 23,185.62 as of closing on...