Linda and her husband Stan heard me as a guest on a podcast recently. They are retirees, living near Daytona Beach, Fla., unsure of “just what course to take with our monies.” Linda thought I sounded like “just what we are hoping to find, someone who speaks our language, who is honest, who can help …
(This column was released to newspapers on July 21, 2020.) Chances are, you missed the message that the Securities and Exchange Commission recently sent to all investors. It went something like this: Nobody is protecting you, except for you. Oh, regulators weren’t that open and plain-spoken about it, but in finalizing their new “best …
The market has been on a decade-long bull run, the proverbial environment for a blind monkey throwing darts to build a good portfolio. And yet, according to recent research, a high number of clients working with financial planners might prefer a blind monkey to the adviser they have. It’s a shocking indictment …
