Late last month, sports agent Scott Boras was angry. According to USA Today, he’d just lost a $1.3 million grievance claim against perennial All Star outfielder Carlos Beltran of the New York Yankees. …
What Your Advisor REALLY Thinks About Your Finances
If you’ve ever visited an advisory office, you may have had the thought, “What does he think about my money situation?” I know you probably feel this way. As a former advisor, I could see it on …
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Professional Investment Advice (and why you should pick the right battle)
When someone builds an argument, don’t necessarily accept the premise. In a recent story at Get Rich Slowly, JD Roth detailed his girlfriend’s experience with “financial advisors.” For those of …
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Could Your Advisor Communicate Better? – with Michael Kitces – STK #041
The insightful and always-entertaining Michael Kitces joins us to talk technology. How are good advisors using the power of the cloud to better service clients? Is your advisor using all the …
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