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 person “on-the-go” you might want to have your financial information handy. We received a lot of feedback about making sure that our digital tools were mobile-accessible. With that in mind, our website is fully optimized for..
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..
Every year we get a lot of questions about 1099 delivery, which used to be a very straightforward process, and now is seemingly anything but. Advisors generally just sit back and weather the storm, answering calls as they come in, and..
We recently wrote about a benign self-delusion as it relates to investment decision making. We were talking about the illusion of control. You want to see illusions play out? Look at the average person’s, (even the average professional..
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