Author Archives: admin
How to Explain What I Do
I have a longstanding problem concerning how to explain the work I do. When I describe myself as a wealth manager people often wonder what that really means. Referring to myself as a lawyer… Continue reading
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A Swiftly Tilting Planet
A Swiftly Tilting Planet Industry Insight By Bob Veres August 1, 2009 In a compliance session at the recent NAPFA National Conference in Washington, Steve Blum, a business ethics professor at the Wharton School, talked about the difference between strict … Continue reading
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Hiring (Or Firing) A Financial Advisor
Seeking new standards from investment professionals. It’s been months since most investors began seeing big losses on their financial statements. If they haven’t yet hired a financial advisor, many are thinking about doing so now. Others, who already have financial … Continue reading
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Worthwhile Financial Advice Must Come From a True Professional
Those who seek to safeguard their financial future face many challenges. The difficulties of economics, taxation, complicated mathematics and planning for the future all come together in a convoluted bundle. Each piece can be a challenge and each is significant. … Continue reading
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A New Professionalism
We live in complex and confusing times. Everyone is required to make many judgments, weigh many issues, and take a great deal of information into account on a daily basis. So many of the important decisions we must make call … Continue reading
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