behaviorgap
-
In volatile times buy and hold investing is not a strategy, its a prayer--Kenneth R. Solow
about 9 hours ago
from Tweetie
-
No matter how great the strategy, occasionally one need look at the result--Churchill. New Sketch:
about 10 hours ago
from Tweetie
-
Do CFPs really put clients first? You really should chime in on this, thx to @ for sharing his opinion!
about 15 hours ago
from Tweetie
-
Becoming a fan of @ May not agree all the time, but it is great to see someone with an OPINION in our industry
about 16 hours ago
from Tweetie
-
@ What is the "right" way to bill? Flat fee or hourly for planning AND a AUM fee for investment management?
about 16 hours ago
from Tweetie
in reply to BillWinterberg
-
@ Really? There is an entire industry of folks selling things people don't need to make a commission and CALLING in planning
about 16 hours ago
from Tweetie
in reply to PJSacchetta
-
@ my definition of a REAL planner is someone I would trust my mothers money with, almost regardless of what they call themselves.
about 16 hours ago
from Tweetie
in reply to PJSacchetta
-
@ How about all the life insurance sales folks or stock brokers pretending to be planners...
about 16 hours ago
from Tweetie
in reply to PJSacchetta
-
@ I charge an AUM fee, AND have told clients to take $ and pay off mortgage AND don't bill on cash or short-term...
about 16 hours ago
from Tweetie
-
Does Billing on Assets Make you evil?
about 16 hours ago
from Tweetie
-
If you are a CFP or a REAL Planner of any sort, please take the time to read and comment on this
about 16 hours ago
from Tweetie
-
@ 20 minutes from the house...
8:38 PM Nov 22nd
from Tweetie
in reply to petewarden
-
@ Thanks for the tip Pete: Great article. Ever in Vegas bring your MTB.
9:31 PM Nov 21st
from Tweetie
-
@ Thanks Jon!
9:29 PM Nov 21st
from Tweetie
in reply to JonChevreau
-
@ chimes in @ blog. When "assisted suicide" is used in a planning context its got to be good...
11:22 PM Nov 19th
from Tweetie
-
@ Great point. I guess you can call it an IPS or you can call it a letter to open opened before you do something stupid.
4:49 PM Nov 19th
from Tweetie
in reply to BillWinterberg
-
Are You an Order Taker, or a Trusted Advisor? Tell me your thoughts here:
4:48 PM Nov 19th
from Tweetie
-
If client panic sold in March, and now wants back in because "things have cleared up", do you allow it on your watch?
11:40 AM Nov 19th
from Tweetie
-
Note to self: "Open When I Feel Like Increasing My Equity Exposure"
11:18 AM Nov 19th
from Tweetie
-
The Problem with Financial Plan Projections is: REALITY!
10:31 AM Nov 19th
from Tweetie
|
- Name BehaviorGap
- Location Soon to be Park City, UT
- Web http://www.behavi...
- Bio Founder of the Secret Society of REAL Financial Planners
|
