fbpx

Tag: Financial Advisors

Are You Financially Dependent on Your Advisor?

In researching financial dependence for last week’s column, I realized this money disorder shares similar characteristics with Dependent Personality Disorder as defined in the Diagnostic and Statistical Manual of Mental Disorders (DSM-5). If you think you may be...

Financial Planning Wisdom From Nazrudin Project

One of the most influential financial planning organizations I participate in doesn’t officially exist. The Nazrudin Project is an eclectic, holistic group of financial life planners, therapists, authors, educators, and coaches. It is leaderless, with no...

Is Your Advisor Happy? Should You Care?

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...

Expect Financial Advisors To Take Their Own Medicine

Watch this video on YouTube I receive a monthly newsletter from a company named Regenexx that is pioneering a new technology. This is where they take a person’s platelets or stem cells, process them, and then inject them back into a suffering joint with the hope the...

Financial Advice Suitability Standard Does Not Mean What You Think

Watch this video on YouTube If you wanted hiking footwear, you probably would be surprised if a salesperson at an outdoors store suggested flip-flops. You would expect someone knowledgeable about hiking to recommend sturdy boots or shoes more suitable for your needs....