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 for their patients stricken by the COVID-19 virus. Some have even lost their lives. Those whose work focuses on […]
Tag Archives | fee-only financial planning
“Fee-Based” Does Not Mean Fee-Only Advisor
March 23, 2020
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.
Scary Bear Market Deja Vu
March 16, 2020
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. So far, many investors are taking the stock market drop in stride. I think there are four reasons.
Is Your Advisor Happy? Should You Care?
January 13, 2020
“Make sure your advisor is happy.” This statement came from a well-respected, nationally known investment advisor with 20 years of experience. He could have said to be sure your advisor is a fiduciary with no conflict of interest, is competent, or has impeccable integrity. Why “happy”?
Dig Deeper Than CFP To Find Financial Planner
September 30, 2019
I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But don’t stop there. A CFP is no guarantee that someone is a competent, ethical, fiduciary professional. It only ensures that you are choosing from a pool of 85,000 financial services providers who are educated […]
