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The Good Deal Exemption Is No Joke

In the business of selling financial products, the “good deal exemption” may be one of the most widely used “rules” most people have never heard of. You can’t find it in any rule book or statute. Even Google has never heard of it. Yet it is used on a daily basis. The rules and laws […]

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Expect Financial Advisors To Take Their Own Medicine

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 injected material will help the joint to repair itself. If you do some […]

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First Steps on Path to Financial Security

My hunch is that most people would agree they “should” invest for the future. My second hunch is that many of them don’t know how to start and are afraid of making serious mistakes. One of our resident planners, Sterling Gray, summed up that fear eloquently in a post on the KFG blog: “I noticed […]

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Pot Pie Portfolio a Tasty Investment Recipe

How can I expect a pot pie—a savory pastry with a mixture of potatoes, vegetables, and beef chunks—to taste like a beef pot roast? Even though beef is an ingredient in a pot pie, no reasonable diner would expect the two meals to taste the same. But that same reasonable diner might be perfectly comfortable […]

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