I was pleased to read today that the state of Oregon is proposing becoming only the 9th state to regulate what has become an alphabet soup of financial industry designations. I initially heard about this on The Oregonians personal finance blog this morning. The unfortunate secret in the industry is firm titles tend to be… [Continue Reading]
Financial Advisor | CFP® | Dad | Steelers & Penguins fan | iPhone addict |
Sports
Last night, the Pittsburgh Penguins "welcomed back" both Jaromir Jagr and Max Talbot. Jagr has been … [Read More...]
iPhone
Not too long ago I raced road bikes, and was fairly competitive. Somewhere along the line I didn’t make the time to stay in good enough shape to hang with the local Wednesday night ride, and not long after didn’t ride much at all. I stayed in decent shape by going to the gym most… [Continue Reading]
Technology
The 2011 edition of the Technology Tools for Today conference wrapped up this afternoon in sunny Weston FL. Like last year, I’ve come away with several ideas about ways our financial advisory practice can make better use of technology. For extensive coverage of T3, check out the live blog by RIA Biz. As for me,… [Continue Reading]
Personal Finance
By now you’ve probably seen more than a handful of advertisements or solicitations encouraging you to convert your Traditional IRA into a Roth IRA. If you haven’t, take a moment to google Roth conversions and see how many ads and articles appear, extolling this opportunity. Why all the hype? 2010 marks the first time… [Continue Reading]