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Tag: SEC

Beautifully Designed 401k Plans: Rare as Hen’s Teeth

As a financial planner, I’ve seen many a 401k plan in my day, and I’m here to tell you that the vast majority of them are not pretty, while some are even downright ugly. Admittedly, that’s a mighty broad brush full of awfully harsh words, and I’d surely prefer to […]

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 . . . […]

Foxes, Henhouses and SROs

Very few people have ever heard the abbreviation SRO, let alone know what it stands for or means. For those happy natives in SFCA who read, the letters mostly conjure up Single Room Occupancy, as in SRO Hotels, which are hotels that serve as residences for people without a lot […]