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
Category: Advocacy
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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
