Tag Archives: NAPFA

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

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Fiduciary vs. Other Advisors ~ “Ask the Pro” Radio Broadcast

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Take the 1% Challenge in 2013!!!

Fellow NAPFA member, Jim Blankenship, has inspired several other fellow NAPFA members and bloggers to challenge their readers to save an extra 1% per year toward their retirement beginning this year by increasing their deferrals to their 401(k) accounts starting January 1.  … Continue reading

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Financial Services Trick or Treat

A Trojan horse.  A wolf in sheep’s clothing.  Whether the former is referring to the Greek military ploy in the Trojan War or a computer virus and whether the latter is rightly linked to biblical passages or wrongly credited to … Continue reading

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