Chad and Thad provide insights into how working with a CFP® can help you reach your goals.
Date: April, 2016
This weeks Nick Pagano talks about his observation on technology and how it has influenced our daily lives.
This week we saw articles on retail investment robots, the Seventh Circuit Court, and the end of "Too Big to Fail." Check out what we're reading this week.
This week Nick Pagano talks about retirement and how it has changed over the years
This week we saw more opinions on the fiduciary standards, Yahoo's mixed reviews, and a Trump business venture that has the potential to go up in flames. Check out what were reading this week.
Diamond Consultants case study on Jeff Ivory
Nick Pagano talks about the three main types of investments, and explains how they differ from purchases.
As many of you know, we have been patiently waiting for the Department of Labor to release the so-called fiduciary rule this year. The wait is over and the final version was released on Wednesday, April 6th. What I’ve been reading this week has mostly been articles, opinions of the rule and the published rule itself. For a breakdown of the new fiduciary rule and my opinions, please read on.
This week Nick Pagano talk about 401(k)s and taking the right steps towards investor education.
This week we saw articles on Habitat for Humanity, JP Morgan, and sports betting. Check out what we're reading this week