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Relentless - The Blog

    Pander, We Will Not: Our Financial Advisor Fiduciary Duty

    Recently, Morgan Stanley was fined $15 million by the Securities and Exchange Commission (SEC) for compliance failures that allowed four of its financial advisors to misappropriate millions of dollars from client accounts over a seven-year period.

    7 Questions Parents Should Ask Regarding How to Pay for College

    This is the second of a two-part series on College Planning. To read the first segment, click here.

    Beyond the Million-Dollar Mark: Defining Your Retirement Goals

    A number is not a retirement goal; what’s your goal, really?

    Are You Being Burned By Variable Annuities?

    A few years back, I met a prospective client — let's call him Peter. He came to me through a...

    What Motivates Your Financial Advisor? What Motivates You?

    When I think about people and their motivation in the realm of work, I think of three categories.

    The Real Risk of Target Date Funds and How to Take Control of Your Financial Future

    Just the other day, a friend called to tell me about a conversation she overheard.

    5 Questions You’ve Been Told to Ask Financial Advisors (And Why They Won’t Help You Choose One)

    With the extra volatile post-pandemic economy, potential changes in the tax landscape, and the...

    A Financially Fit Life: Ben Beck on CrossFit, Investing, and Family

    Today we speak with Ben Beck, CFP®, Managing Partner & Chief Investment Officer at Beck Bode, a...

    From Clients to Advocates: How Financial Advisors Can Earn Referrals

    I’ve been thinking about referrals lately: how to ask for them, whom to ask, when, etc., etc. There...

    The Role of Leadership in Choosing the Right Financial Advisor

    When I was younger I had a football coach whom I greatly admired. You know that expression you...
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