Investor Education Slips Into Reverse
By Barry RitholtzEfforts to increase financial literacy haven't done much and probably never will to improve investor knowledge.
August 01, 2016
Trump's Social Security plan depends on immigrantsTrump claims he could end Social Security's shortfall through huge income-tax cuts.
August 01, 2016
Texting: when (and when not) to use it in client communicationsTechnology gives you another way of reaching out to a prospect or referral. But it is not as effective as a verbal, in-real-time, phone call.
August 01, 2016
Texting: when (and when not) to use it in client communicationsTechnology gives you another way of reaching out to a prospect or referral. But it is not as effective as a verbal, in-real-time, phone call.
August 01, 2016
The Real Reason Stocks Are Rising: Searching for Alpha for August 2016Is it fundamentals? No. Is it politics? No. What about momentum? Bingo.
August 01, 2016
Broker-Dealers Embrace DOL's Best Interest Contract ExemptionSeveral insurance carriers have indicated they will attempt to comply with the DOLs best interest contract exemption rather than exiting certain lines of business.
August 01, 2016
My Personal Fund Screening ProcessUsing the Fiduciary Scorecard that I created helps me screen in the best mutual funds and ETFs for client portfolios.
July 31, 2016
This is an awkward time to promise home care workers a raiseOn the one hand, it's great that both Donald Trump and Hillary Clinton have an interest in long-term care issues. On the other hand...
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