by Innovate Wealth | Dec 6, 2019 | Fiduciary, Financial Planning, Investments |
The following is the transcript of an interview I gave with Tyler Gallagher, the Founder and CEO of Regal Assets, that was published in Authority magazine. I thought the subject was important enough that I re-post it here. I’ve made it shorter, but the full...
by Innovate Wealth | Aug 23, 2019 | Fiduciary, Financial Planning, Retirement |
I was recently asked, “what’s the definitive answer to the question you’re asked the most?”Wow. A flurry of boring finance darted across my brain…what do I hear the most? I came up with: “Am I going to make it?”The Wall Street mega media machine is contrived...
by Innovate Wealth | Apr 2, 2018 | Fiduciary, Financial Planning, Investments, Markets |
I’ve discussed the Fiduciary Rule in this space many times, and as I’ve written, the battle to preserve the status quo was going to be fierce. A court ruling last week may have finally killed the Rule, which isn’t terribly surprising given the deep...
by Innovate Wealth | Nov 8, 2017 | Fiduciary, Investments, Markets |
I was fortunate to attend the second annual Evidence-Based Investing conference on November 2nd in NYC, put on by the team over at Ritholtz Wealth Management, and once again it was excellent. I summarized this event last year, and others have more eloquently done so...
