Tuesday, July 18, 2017
This study was funded by CalSTRS, so understand that before proceeding, but good information. If someone tells you your kid's teacher would be better off with a 401(k) than a pension, don't believe it
Sunday, July 16, 2017
Doug's a great guy, check out the article about him also in the New York Times here. One man's journey to being a money advisor took a road through a monastery...as a monk More to come. Scott
Monday, July 10, 2017
I clicked on the link and then found a video.
It's a bit long, but gives you some insight into the thinking and compensation and marketing practices of these sales agents. No mention of doing real financial planning or teaching people to do real financial planning.
It's everything that is wrong with this industry in one video.
2015-12-23 11.22 Webinar Now from Chris Reid on Vimeo. It's time these practices were stopped. These people are not fiduciaries, they do not have educators best interest in mind. Nor are they qualified to provide competent financial planning (as demonstrated by a lack of credentials).