Watch this video on YouTube Three years ago I wrote a column critical of some investing advice offered by Dave Ramsey, the radio show host who specializes in helping people follow budgets and pay off debt. I have a great deal of respect for Ramsey and recommend...
Watch this video on YouTube Would you be comfortable taking weight-loss advice from a dietician or a fitness trainer who was overweight? Would you trust a surgeon who was unwilling to be a patient in the hospital to which he sent his patients? Probably not. Yet...
When people ask me, “Who is your target market?”, I will often reply that we do our best financial planning for business owners, professionals, and retirees. One of the subsets of business owners that we specialize in is financial planners. Yes, you...
Watch this video on YouTube Before you buy a new product, you do what you can to check out its features and research its reputation. You can test drive a car. You can try out a vacuum cleaner. Even if you want a watermelon, you can at least thump it. Buying a service...
Ron Lieber, who writes the “Your Money” column for The New York Times, wondered what kind of tough questions clients were asking their financial planners after last year’s financial crash. To find out, he moderated a panel with five of my financial...
