I’m a huge fan of Clark Howard. (I’ve been listening to his podcast for years.) And it’s not just the fact that he dispenses invaluable financial advice. Of course, that’s great. But the thing that’s really awesome about Clark Howard is how genuine he is. He really wants to help people. He really wants to do […]
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How Many Times Do You Ask the Same Question?
Recently, we had a local financial planner solicit our financial planning services. We were honored by the request. You may be wondering: Why would a financial planner outsource their personal financial planning?
Setting Fees for Financial Planning
Two recent episodes in setting financial planning fees merit sharing, and both have the same ultimate take-away: don’t think you’re not worth it – because the right clients think you are.
Continuity Planning for an Investment Advisory Firm
I can’t help but think of the parallels in the perceived complexity of creating a Continuity Plan with the perceived complexity of creating an investment portfolio.
Will the Value Premium Persist?
Larry Swedroe makes the case that the value premium should always exist . Others agree, insisting that even the small cap premium will endure. Ben Carlson makes the fair case that it is unknowable. There are many others offering their own thoughts on the idea. Allow me to be so bold as to chime in.
Consumers are Getting Smarter
Prospective clients are now making amazing comments that I’ve never heard from them before: Are you a fiduciary?