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Tag: State Bar of California (the)

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 […]

Shame Shame Shame on the Estate Planning Industries — and Me Possibly Lending a Helping Hand

Every once in a while you hear yourself say something to someone, and then, inside your head, you immediately hear yourself saying to yourself, Never again: I must figure out a way to be able to never say that again. Years ago that happened to me when I worked at […]