-
Recent Posts
Archives
- April 2018
- February 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- August 2015
- July 2015
- June 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- June 2013
- May 2013
- April 2013
- March 2013
- January 2013
- November 2012
- October 2012
- September 2012
Categories
Meta
Category Archives: Financial Category
The “New” Ascelepius Group
On August 11 and 12 I had the pleasure of meeting in Chicago with about a dozen NAPFA colleagues from all around the Country who have a significant portion of their practice dedicated to serving the financial advising needs of … Continue reading
Fiduciaries vs. Used Car Salesman
Fiduciaries Look Out for Your Best Interest When someone mentions a used car salesman, what comes to mind? A short, fat guy in a cheap, plaid suit, smoking a cigar with a strong New Jersey accent, right? Oh, and don’t … Continue reading
Posted in Financial Category, Life Category
Tagged best interest, brokers, commission, fiduciary, Investments
Leave a comment
Warning: Your investments may not be in your best interest
How do you know? Well, what you are advised to buy largely influenced by how much compensation your financial advisor or his or her firm makes on the products being sold to you. Dealing with investments and insurance products can … Continue reading
Posted in Financial Category, General, Life Category
Tagged asset management, brokerage license, brokers, commissions, compensation, conflict of interest, dual-registered investment professionals, estate planners, fee only, fee-based, fiduciaries, financial advisor, financial planners, hidden fees, incentive, investment portfolio, investment professionals, Investments, long-term costs, professional fees, trail compensation, train compensation, transaction costs
Leave a comment
How Important is it that My Financial Professional have a Fiduciary Responsibility to Put My Interests First?
FI • DU • CI • AR • Y Definition: A person legally appointed and authorized to hold assets in trust for another person. The fiduciary manages the assets for the benefit of the other person, rather than for his … Continue reading
9 Ways To Teach Your Teenagers About Money
9 Ways to Teach Your Teenagers About Money Money Smart Week of Wausau happened this week of April 20th – April 27th and we thought this would be a great article for the message we, as a wealth management firm … Continue reading
Posted in Financial Category, General, Life Category
Tagged allowance, budget, budgeting, checking account, chores, college financing, debit card, direct deposit, finances, financial contributions, financial expectations, financial life, financial literacy, get smart coalition wausau, identity theft, michele lerner, money management, money smart week, monthly budget, overdraft protection programs, retirement expectations, saving money, savings account, smart money choices, spending limit, technology influenced games, teenagers, the daily finance, thrift stores, wausau, wealth management, wi
Leave a comment
When is a Fiduciary Not Really a “Fiduciary”?
When is a Fiduciary Not Really a Fiduciary? It is often difficult to distinguish the services of one financial “advisor” from another. The cynical among us would suggest that this is the result of calculated efforts to confuse the public mind … Continue reading
