Tag: integrity
Aug 11, 2025
Like many financial advisors, I base many of my recommendations to clients on government economic data from the Bureau of Labor Statistics. Investors, advisors, and markets around the world depend on this unbiased information. This is why President Trump’s August 1...
Jul 7, 2025
“How will this administration’s trade policies affect my retirement savings?” “What does it mean for our plans to travel internationally if the value of the dollar declines?” “Is it wise to borrow right now to expand my business?” Clients who ask questions like these...
May 9, 2016
The release of the Panama Papers has created a number of recent articles critical of South Dakota’s asset protection statues and lack of an income tax. The Panama Papers are over 11 million leaked documents containing sensitive information for 214,000 offshore...
May 18, 2015
The Importance of Integrity in the Financial Planning RelationshipWatch this video on YouTube Your financial planner may know more about you than your doctor does. When significant life events—engagements, pregnancies, career successes and setbacks, or serious...
Oct 17, 2014
The New York Times recently published a thought-provoking article on the issue of fiduciary standards and integrity among financial advisors. The story, by Tara Siegel Bernard, appeared October 10 and is titled “Before the Advice, Check Out the Adviser.”...
