Cutting Through the Noise
By Mike PattonI heard an advertisement recently for a financial services firm that went something like this, "Don't work for your 401(k); let your 401(k) work for...
July 11, 2007
Industry Magazine, Marketer and Major Insurance Company Announces Joint Charity - Gives $10,000 Back to the Senior CommunityJuly 11th, 2007 (Centennial, Colo.) - Senior Market Advisor and Unkefer & Associates, Inc. have teamed up to create a Senior Charity Ride scheduled to take place August 22-24, 2007 at Senior Market Advisor Expo held at Wynn Las Vegas. The goal is to
July 10, 2007
Industry Magazine, Marketer and Major Insurance Company Announces Joint Charity - Gives $10,000 Back to the Senior CommunityJuly 11th, 2007 (Centennial, Colo.) - Senior Market Advisor and Unkefer & Associates, Inc. have teamed up to create a Senior Charity Ride scheduled to take place August 22-24, 2007 at Senior Market Advisor Expo held at Wynn Las Vegas. The goal is to
July 10, 2007
NAPFA's NewsAbout a year or so ago, I was having lunch with an attorney friend of mine with whom I often play golf. We got to...
July 05, 2007
The Source and Structure of FeesWe had some good discussions in this space over the past few weeks about the frequency of the advisor fee deduction. This week I'd like...
June 29, 2007
Good Points, But Not THE PointAfter reading the comments on my first two posts about "who owns advisory clients," I have to say that you all make good points, but...
June 28, 2007
Advisor Fee Deduction Part IIIn the world of advice, discussion can be a very healthy thing. Even if you don't agree with a particular point of view, it can...
June 25, 2007
I'll Tell You What Heartless Really IsI recently received an email from a financial planner who "felt he had to respond" to my writing about what it means to be a...
Commentary