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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This Would be a Brutally Honest Sales Pitch
Here’s a good wealth advisors brutally honest sales pitch: “I’m going to have you keep pace with the market every…
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The Wolf of Wealth Advisory
Ever seen the movie The Wolf of Wall Street? Even if you haven’t, you probably know the plot. Guy on…
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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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Beyond Risk Tolerance Questionnaires: A More Effective Approach to Investment Planning
Traditional risk tolerance questionnaires (RTQs) are widely used in financial advising, marketed as tools to measure an investor’s willingness to…
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They are Literally Banking on You Being Too Busy to Notice
Your time is extremely valuable; many financial advisors know this and use it to their advantage. They know that if…
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I Gave my Client $227K
One of the great things about being a fee-only advisor is that I can still look into products that pay…
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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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