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...
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...
Watch this video on YouTube “If I could pick up a megaphone and say one thing to the clients of financial advisors it would be to make sure your advisor is happy.” This statement came from a well-respected, nationally known investment advisor with 20 years...
Watch this video on YouTube 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...
Watch this video on YouTube Stress is what happens when something you care about is at stake. This definition comes from Susan Bradley, CFP, author of Sudden Money and a specialist in the financial aspect of life transitions. The stress around these transitions is a...
