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Weighing In – Who Protects You From Bad Financial Advisors?

Most investors believe their financial advisors are competent and ethical. Otherwise, they would terminate the relationships. The same investors also believe they are protected by […]

By |June 8th, 2015|Categories: Advisors|Tags: , , , , |0 Comments

“F” Words, Financial Services and You

Did you know two major wars are being fought in the financial services industry and their outcomes impact you? One of the adversaries is Wall Street. […]

Is there Recourse for Investors for bad Investment Advice?

I recently interviewed Dale Ledbetter, managing partner at the law firm of Ledbetter & Associates, about legal issues that impact investors who rely on Wall […]

The World is Changing…..It’s About Time!

I believe more and more investors are following in the footsteps of the very affluent who, in turn followed in the footsteps of institutional investors […]