How can I be sure my financial advisor isn’t going to steal my money?
One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor
April 19, 2024
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Don’t fall for the BS – use these RAW and REAL tips to find a financial advisor!
Use these tips to find a good financial advisor and avoid the lying grifters!
December 22, 2023
Don’t let your clients take Medicare advice from William Shatner!
Medicare may seem like a straightforward type of thing – it’s a government benefit that you just file for, right, how hard can it be?
November 13, 2023
Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
It seems like there ain’t nothing more tread upon and abused than the fiduciary standard. So we’ve got a lively crew here today to debate,
August 14, 2023
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
October 31, 2022
Why useless financial advisor rankings lists should be put to rest!
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,
June 2, 2022
Low cost financial advisors who WON’T cost you a bloody fortune!
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,
May 16, 2022
Don’t poison your clients’ portfolios with Direct Indexing!
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
May 9, 2022
Here are some examples of things Ethical Financial Advisors do
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
April 21, 2022
