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Category: Building Your Financial Brain Trust

Language Fail in the Land of Financial Planners: The Smooshing Together of Financial Planning and Investment Advising

Hey kids! The FP50IBD for 2014 is out, and it’s a real humdinger! What’s that you say? You’re wondering what that nasty looking little squirt and a half of letters and numbers all strung together in that first paragraph means, are ya? Please allow me to introduce . . . […]

Using the California Statutory Will

No part of financial planning flummoxes and bedevils people as much as estate planning. It makes the powerful weak and the merely-average absolutely-incapable. It makes proactive folks sheepishly cower, waiting . . . waiting . . . . . . waiting. And it makes high-output folks stare vacantly into space […]

Towards an Industry of Pure Financial Advice

I admire Paul Krugman in lots of different ways. People think of Krugman above all as an economist and as a liberal. Those who don’t like one or both of those labels argue that he’s wrong about everything. I won’t take those folks on here, other than to say that, […]

Friedman’s Law of the First Thing: Using the Investment Adviser Public Disclosure Site to Smarten Up About Financial Planners and Money Managers

Oodles of ’em. Oodles and oodles of ’em, even. There are oodles and oodles — and then some — of articles out there about how to find, interview and ultimately hire yourself a good financial planner or money manager. I can’t recall a single one of them, though, talking about […]