Your Old Tax Returns Could Save You Thousands
I’ve talked before about how most financial advisors don’t actually do tax planning… But what do I really mean by…
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The Financial Industry is Just Big Pharma in Nicer Suits
I know that sounds harsh but: The financial industry is just Big Pharma in nicer suits. Think about how Big…
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BoA Was Screwing Over its Own COO
I’ve always had this theory that if you see an employee of a restaurant eating at that restaurant, then it’s…
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WTF (What the Fiduciary)
As you may know, there are fiduciaries in many different industries. But the definition of “fiduciary” is not the same…
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Why Do I Call the Market Overheated?
Because of the high P/E ratio. (The P/E ratio is a valuation metric that gives a general idea of how…
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I Quit One Month From My 20-Year Mark
For 19 years and 335 days, I worked for one of the best financial planning firms in the country. Now,…
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Exposing the Truth About Large Investment Firms
There are really only two kinds of investment management: active and passive. It is a natural human tendency to try to…
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Check Out This BS Fee Fidelity is Charging
I just ran across another blatantly bulls&t fee that Fidelity is charging, so I figured I’d share. Side note: I…
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