The word fiduciary is all over the financial community. In fact, some businesses throw the word around so much it almost starts to lose its meaning – which is a shame, because the fiduciary standard should be a big deal to you as an investor. But how are you supposed...
My father-in-law, Tom, is the king of buying and selling used cars. Every two or three years he sells his car and buys another used car. And if he doesn’t come out ahead every time, he seems to at least break even. For years I’ve been using Tom and his cars as an...
It is such an honor to be included among Investopedia’s 100 Most Influential Advisors. Here is a high-level snippet from Investopedia’s explanation of the recognition. The Investopedia 100 seeks to measure influence. We have endeavored to quantify the...
A big thanks to George Grombacher for having me as a guest on his podcast Money Savage. I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial...
