Financial Advisor | CFP® | Dad | Steelers & Penguins fan | iPhone addict |
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]
I spent the past four days meeting and networking with advisors and and industry vendors at the 2010 T3 conference at the Torrey Pines Hilton in La Jolla, CA. My initial expectations for the event were based on the lineup of sessions and vendors, but found out quickly the true conference happens outside the structured… [Continue Reading]
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]
You have probably heard many predictions about the future direction of personal taxes. Dating back to the 2008 campaign, everything from income tax brackets, to the estate tax, as well as capital gains tax rates have been debated. What is often lost in the discussion, is what is scheduled to happen this year, and 2011,… [Continue Reading]
It was one year ago today, that Bernie Madoff was arrested, and his Ponzi scheme exposed. Although most investors were not directly affected by his crimes, the size of his fraud has caused many to question if something similar could happen to them. An article in yesterday’s Wall Street Journal suggested investors should ask several… [Continue Reading]
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]
I recently signed up for a service to backup all of my various online accounts. Because I work for an SEC Registered Investment Advisor firm, any information that is considered marketing or advertising must be archived in a compliance file. While the majority of my posts here, on Twitter, and on Facebook, are personal in… [Continue Reading]
Over the past two years I have been invited to speak to a class of juniors at Bethany College on topics relevant to my work as an advisor. The class in particular, is titled “Professional Transitions“, and was originally offered to business and economics students, but has since been opened to other majors as well.… [Continue Reading]
For the past 11 years, I have worked as a financial advisor, and have been a Certified Financial Planner™ since 2007. In my work with clients, I advise them on taking care of many aspects of their total financial situation. For the most part, I think that I do a pretty good job of living… [Continue Reading]
Times were very different for me in the spring of 2006. I had recently left my investment advisory position at a large regional bank, to work with with an independent wealth management firm in town. Part of my “condition of employment” if you will, was that I pursue the Certified Financial Planner ™ certification. I… [Continue Reading]
Last night, the Pittsburgh Penguins "welcomed back" both Jaromir Jagr and Max Talbot. Jagr has been … [Read More...]
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]
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]
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]
