
How to sniff out a lying grifter in a Form ADV
In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information
In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information
This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media,
Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people,
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as
I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody