While doctors tend to trust financial advice from medical colleagues, often mistakenly, that isn’t as likely when the colleague is an actual financial advisor. “When I first started practicing, I was stunned that most of my dentist friends didn’t come to me,” said Barry Kaplan, DDS, now a CFP. “They would say, ‘He’s a dentist; what the heck does he know?’”
The bank's 10th retirement study lays out the challenges that workers and retirees face and how to address them.
Schweiss is not a CFP, and TD Ameritrade's position on a uniform fiduciary standard opposes the FPA’s, Kitces said.
From asset class risk to depth of market risk, here are 10 basic types of investment risks you (and your clients) should know.
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