Education

How Your Personality Affects Your Financial Decision Making

March 5, 2010 | by Curtis Smith

How Your Personality Affects Your Financial Decision-Making All investors are not created equal. That’s why many fiduciary fee-only CFP® start their initial client meeting... read more

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How Do You Explain ETFs to Your Clients?

January 20, 2010 | by Casey Smith

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Communications Gap: Explaining ETFs To Your Clients I was recently privileged to be on a panel at the Inside ETF Conference in Boca Raton, FL last week. The event was a great success with over 800 attendees, and was broadcasted live by CNBC. My panel co... read more

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Is a College Education Still Worth the Investment?

October 4, 2009 | by Sound Mind Investing

By Joseph Slife In recent decades, going off to college has become the de facto expectation for students graduating from high school. A college degree is often seen as the key to launching a successful career. But the exploding costs (and related debt) asso... read more