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  • Hello everyone, I thought I would send out a short memo on three slides that have had an enormous impact on my understanding of markets and key investment principles.  We know that our clients and individual investors are quickly becoming more cost ...

  • This post originally appeared on my blog, www.scholarfp.blogspot.com. I have updated it to reflect recent discussions and events. Two weeks have now passed since the DOL's fiduciary rules (i.e., its "Conflict of Interest Rule" and related prohibited ...

  • We have spent years working with hundreds of advisory businesses and talking to thousands more. It is time to share the honest truth. The fee-only independent advisory industry is changing rapidly with consolidation and closure of firms due to a lack ...

    1 person likes this.
  • I finally found them!! Priority cards I used when I started as a financial planner at the age of 23. Priority Cards Why did I spend 3 weeks digging through everything in my office to find these cards? We watch advisory firm owners struggle to train ...

  • Accomplishing your business goals just got a lot easier. Why are some financial advisors able to achieve so much in one year while others work hard but never see the growth they want? Successful advisors will tell you that its the deliberate ...

    3 people like this.