Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise....
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...
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...
There aren’t too many household names in the world of investing – but Warren Buffett is one of them. His annual shareholder letters are famous beyond financial professionals for his clever quips and keen insights that find their way into mainstream media and to the...
Five years ago when my wife and I were expecting our first child, I was quick to get term life insurance policies in place. It wasn’t until last month, however, that I protected my human capital from disability. I’m not alone, either. While most people see life...