Should CFP Board Settle Camarda Case? My Argument and the Board’s Response
By Michael E. KitcesIs it time to settle the case quietly, before it goes to trial? I say yes, but the CFP Board chairman begs to differ.
December 29, 2014
How can a good executive assistant change your life?Were not talking about a glorified secretarial position, but rather a chief of staff for your firm.
December 29, 2014
How can a good executive assistant change your life?Were not talking about a glorified secretarial position, but rather a chief of staff for your firm.
December 29, 2014
Success in resolutionsHeres to a successful 2015, however you chose to define it.
December 29, 2014
Success in resolutionsHeres to a successful 2015, however you chose to define it.
December 29, 2014
Preparing Clients for Some Gloomy Possible FuturesEven if you don't believe in these gloom-and-doom scenarios, your clients will want to know how you're protecting them.
December 29, 2014
Assessing Risk in Real Estate Investing, Pt. 2: Digging DeeperTo understand real estate investing, you must understand the liquidity, information, macroeconomic, leverage, operational and other non-market-related risks.
December 26, 2014
Assessing Risk in Real Estate Investing, Pt. 1: The OverviewPresenting the historical context of risk in real estate investing, along with an overview of the primary sources of risk in a real estate portfolio.
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