Advisers

Do you do business with a friend?  In what capacity?  How is that working out?  Has it complicated your personal and professional life?  Do you regret the whole situation?  For some people this [...]

Believe it or not, this was the message that I heard from a financial advisor in 1996. He was presenting to employees at a non-profit in Minnetonka Minnesota.  His firm is one of the largest and [...]

Does this sound like anything you might have heard?  ”We offer the most comprehensive approach in a new paradigm of total portfolio management.  So you don’t have to, we continuously monitor the [...]

Do you understand what your advisor tells you?  Or what you hear in the financial press?  Really?  Or do you just nod your head when they start to use terms or phrases that you are not familiar [...]

I am a big advocate of the notion that as people mature and approach their 60’s and 70’s they can still pursue new opportunities, whether they are personal or professional.  Over the [...]

I drive a Honda Accord and the battery recently died.  So the radio wouldn’t work.  What a disaster, right?  For a few days I had to drive around and just think to myself.  How painful! The [...]

Yes it is!  So there.  I don’t care if the overwhelming wisdom in the financial services industry is that when you invest for your future, for the long run, you have to have a portion of [...]

For years I have felt that Long Term Care Insurance is an important tool that people can consider to protect their assets.  I encourage my clients to evaluate the cost and benefits of a policy [...]

Financial advisers like to use different methods and tools to convey ideas. The intention, in theory, is to help the average investor better understand some of the more complicated aspects of [...]

The name of the book is If You Can.  This “book,” if you can call it that, has gotten attention from some corners of the financial services industry.  While you may not be familiar with Bill [...]