Big Banking Thinks You’re An Idiot (Or A Frog)

  Have you seen the new Bank of America/Merrill and UBS Wealth Management ads? They’ve painted a lovely picture of themselves as people you can trust to talk about financial life management, helping consumers understand financial trade-offs and the general business of specific financial advice. Wait! Aren't these the same firms that have been steadily… Continue reading>

When “Touchy-Feely” In Finance Is A Good Thing

Ever hear the words “touchy feely” to describe a financial planner? It tends to tick me off since it often comes attached to an “ick factor” that implies something inappropriate or at least completely uncomfortable. Here’s the thing: many financial planners have erected for themselves a secure platform above the fray, from where they can… Continue reading>

10 Warning Signs Your Investment Advisor Is Leading You Astray

You know the old joke. How can you tell when a politician is lying? Their lips are moving. Of course, this isn't true of every politician—is it? But it should be a warning to exercise a rational level of skepticism when listening to the practiced words of those schooled in convincing others for a living.… Continue reading>