As much as financial advisors love to solve our clients’ financial planning needs and have all of the answers, the truth is sometimes we don’t have all of the answers. And sometimes we have the answer, but the solution isn’t necessarily easy to accomplish–the most common example/issue is the need for additional income. There are many families who have trimmed…
Month: September 2019
Three Days In The Desert: Wealth/Stack 2019
It’s been a busy couple of days since arriving home from the inaugural Wealth/Stack conference in Scottsdale, Arizona; I’m just now getting a chance to write up my thoughts from my few days in the desert. First off, I want to congratulate everyone at Inside ETFs, especially Matt Middleton and Sovaida Noronha, my two main contacts there, and Ritholtz Wealth…
Talkin’ Shop: Genti Cici, CFP®, CAIA® And Financial Literacy
Sometimes you meet people and immediately know they are different–in a good way! I had the opportunity to meet Genti Cici, CFP®, CAIA® this summer in Montreal at the Inside ETF’s Canada conference. We had an opportunity to talk for a while about his passion for financial literacy. We’re all aware of the lack of financial literacy in America and…