Thanks so much for attending my presentations for the 2016 Symposium for FPA Iowa!
Further Reading Materials:
- The Salience of Financial Planning Fees - It's Not Just About How Much You Charge, But How You Charge
- Price Saliency, Value Saliency, and Getting Paid For Shadow Work
- Should Equity Exposure Decrease in Retirement, Or Is a Rising Equity Glidepath Actually Better?
- Accelerating the Rising Equity Glidepath, With Treasury Bills as Portfolio Ballast?
- Valuation-Based Tactical Asset Allocation in Retirement and the Impact of Market Valuation on Declining and Rising Equity Glidepaths
- Advisor’s Guide To DoL Fiduciary And The New Best Interests Contract (BIC) Requirement
- Should Advisors Ditch Their Broker-Dealers In Light Of DoL Fiduciary?
- Why The DoL Fiduciary Rule Won’t Kill Annuities, It Will Make Them Stronger!