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....
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...
Last week, Tadas Viskanta of Abnormal Returns rounded up some of the best finance writers around to answer a series of questions. It’s always flattering to be invited to these series that include so many other great thinkers. Below are my responses...
Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image below. You can also read about more about my involvement...
This week marks my one-year blogiversary. Although I’ve been blogging since 2008, this post marked the first time I wrote and published something on my own site. All and all, this was a really big year for me. I had a second child, became an owner at Plancorp, helped...
