In advance of our mind-numbingly delayed launch of our client portal for accessing performance reporting, which I had hoped to kick off at the first of the year, we are putting a demo on our web site, which you can watch HERE if you have..
There are many different aspects of shared and individual accountability in any successful advisory relationship. Certainly, a client holds their advisor accountable for their recommendations. An advisor should be held accountable for the..
In the complex world we live in, we all face leaps of faith. We grapple with opacity. How is a taxicab different from an Uber ride? What is a bank really charging us for our checking account or credit card? Is the product I got from Amazon..
We consider it a part of our duty to our clients to make as much progress as possible in resolving investment and planning questions as time allows. Progress can be made in a few ways, and they reflect the basic models of our industry...
If you are a planning or investment client, you need to pay attention to the availability and ease of getting performance reporting information from your advisor. Depending upon the type of relationship you have with any given provider,..
There have been a lot of things happening behind the scenes at PFYT lately, and we wanted to take a minute to let you in on some of them. I sat down to write about a few of them, and began with a yellow legal pad and a pen, and started..
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