The billable hour model is not appropriate for advisors who integrate financial planning and investment management
You're bombarded with products and strategies - but you don't have to use them all
The deferred sales charge structure was created to preserve generous commissions for mutual fund sales
Better investment outcomes are more likely when you use a process that begins with discovery and profiling
Much of the industry's argument for active management focuses on myths while missing the value of professional advice
New features don't always mean a better product
When friends ask me to look at their portfolios, I get a front-row seat to the advice that a variety of advisors provide
Some investors fired their advisors during the tech bubble for not adding more high-returning segments to their portfolios
Skinny bond returns have investors looking for alternatives among equities. But investors need to understand the inherent risks
Be wary of products that offer a "pension plan" approach