--- title: The View From Here | Transparency description: Transparency | --- [![orange-logo.png](https://www.planforyourtomorrow.com/hs-fs/hubfs/PFYT,2018/About/orange-logo.png?width=77&height=53&name=orange-logo.png "orange-logo.png")](https://www.planforyourtomorrow.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. **Access** [![PFYT Planner](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/planner_icon3.png?width=64&name=planner_icon3.png "PFYT Planner")](https://wealth.emaplan.com/ema/lpl/planforyourtomorrow) [![Orion Performance Reporting Portal](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/Orion_Logo.png?width=62&name=Orion_Logo.png "Orion Performance Reporting Portal")](https://login.orionadvisor.com/login.html) [![Video Conference](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1126847570-png/Social_Icons/Gotomeeting-icon.png?width=64&name=Gotomeeting-icon.png "Video Conference")](https://global.gotomeeting.com/join/734633557) [![LPL Accountview](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565280137-png/Social_Icons/LPL_Accountview_Icon.png?width=64&name=LPL_Accountview_Icon.png "LPL Accountview")](https://myaccountviewonline.com/AccountView/) [![Plan Sponsors](https://www.planforyourtomorrow.com/hs-fs/hubfs/Social_Icons/PLAN_VAULT_ICON.png?width=64&name=PLAN_VAULT_ICON.png "Plan Sponsors")](http://plans.fiduciarymanagement.com/planforyourtomorrow/Login) [![Schwab](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1562947778-png/Social_Icons/Schwab_icon.png?width=64&name=Schwab_icon.png "Schwab")](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [![Fidelity](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565325402-png/Social_Icons/Fidelity_Icon.png?width=64&name=Fidelity_Icon.png "Fidelity")](https://login.fidelity.com/ftgw/Fas/Fidelity/RtlCust/Login/Init?AuthRedUrl=https://oltx.fidelity.com/ftgw/fbc/ofsummary/defaultPage) [![Schwab Institutional Intelligent Portfolios](https://www.planforyourtomorrow.com/hs-fs/hubfs/Ring-pie%20chart.png?width=64&name=Ring-pie%20chart.png "Schwab Institutional Intelligent Portfolios")](https://institutionalintelligent.schwab.com/) [![FACEBOOK](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1011587836-png/Social_Icons/facebook-1.png?width=64&name=facebook-1.png "FACEBOOK")](https://www.facebook.com/Planforyourtomorrow) [![TWITTER](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463084-png/Social_Icons/twitter-1.png?width=64&name=twitter-1.png "TWITTER")](http://twitter.com/ThomasRHurford) [![LINKEDIN](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1220068289-png/Social_Icons/linkedinfinal.png?width=64&name=linkedinfinal.png "LINKEDIN")](http://www.linkedin.com/company/plan-for-your-tomorrow-inc) [![YOUTUBE](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463079-png/Social_Icons/youtube_(1).png?width=64&name=youtube_(1).png "YOUTUBE")](http://www.youtube.com/user/planforyourtomorrow/) # Transparency ## [The Performance Reporting Video Demo is out...(Finally!)](https://www.planforyourtomorrow.com/the-view-from-here/the-performance-reporting-video-demo-is-out...finally) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Feb 17, 2017 [![Party.jpg](https://www.planforyourtomorrow.com/hubfs/Blog/Party.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/the-performance-reporting-video-demo-is-out...finally) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/the-performance-reporting-video-demo-is-out...finally) ## [Surprising ways in which a performance reporting system improves the mutual understanding of investment accountability.](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 30, 2016 [![Casual handshake over coffee.jpg](https://www.planforyourtomorrow.com/hubfs/Blog/Casual%20handshake%20over%20coffee.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) ## [How performance reporting helps us to maintain transparency and trust.](https://www.planforyourtomorrow.com/the-view-from-here/how-performance-reporting-helps-us-to-maintain-transparency-and-trust) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 22, 2016 [![bill frustration.png](https://www.planforyourtomorrow.com/hubfs/Blog/bill%20frustration.png) ](https://www.planforyourtomorrow.com/the-view-from-here/how-performance-reporting-helps-us-to-maintain-transparency-and-trust) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/how-performance-reporting-helps-us-to-maintain-transparency-and-trust) ## [How does Investment Performance reporting help improve client engagement?](https://www.planforyourtomorrow.com/the-view-from-here/how-does-investment-performance-reporting-help-improve-client-engagement) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 07, 2016 [![Asian women with tablet in coffee shop2.jpg](https://www.planforyourtomorrow.com/hubfs/Blog/Asian%20women%20with%20tablet%20in%20coffee%20shop2.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/how-does-investment-performance-reporting-help-improve-client-engagement) 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... [Read More](https://www.planforyourtomorrow.com/the-view-from-here/how-does-investment-performance-reporting-help-improve-client-engagement) ## [Financial Planning is easier with the Spending and Budgeting tool](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-is-easier-with-the-spending-and-budgeting-tool) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 25, 2016 [![spending2.png](https://www.planforyourtomorrow.com/hubfs/Blog/spending2.png) ](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-is-easier-with-the-spending-and-budgeting-tool) This training guide will walk you through utilizing the spending & budgeting tools available in your financial portal. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-is-easier-with-the-spending-and-budgeting-tool) ## [Financial Planning alerts are super handy.  Get them today!](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-alerts-are-super-handy.-get-them-today) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 18, 2016 [![plannerhome1.png](https://www.planforyourtomorrow.com/hubfs/Blog/plannerhome1.png) ](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-alerts-are-super-handy.-get-them-today) This training guide will demonstrate how to set up alerts around your financials tied in to your personal financial management site! [Read More](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-alerts-are-super-handy.-get-them-today) ## [Take your Financial Plan on the road.](https://www.planforyourtomorrow.com/the-view-from-here/take-your-financial-plan-on-the-road) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 11, 2016 [![Mobile_link.png](https://www.planforyourtomorrow.com/hubfs/Blog/Mobile_link.png) ](https://www.planforyourtomorrow.com/the-view-from-here/take-your-financial-plan-on-the-road) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/take-your-financial-plan-on-the-road) ## [Enhancements coming to PFYT.](https://www.planforyourtomorrow.com/the-view-from-here/enhancements-coming-to-pfyt-new-planning-and-investment-capabilities) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Sep 27, 2016 [![](https://www.planforyourtomorrow.com/hubfs/Blog/Website_Blog_Image.png) ](https://www.planforyourtomorrow.com/the-view-from-here/enhancements-coming-to-pfyt-new-planning-and-investment-capabilities) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/enhancements-coming-to-pfyt-new-planning-and-investment-capabilities) ## [The "reclassification headache," revisited](https://www.planforyourtomorrow.com/the-view-from-here/the-reclassification-headache-revisited) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Feb 22, 2016 [![](http://s3.amazonaws.com/cdn1.hubspot.com/StockImages/Laptop%20Work/7K0A0129.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/the-reclassification-headache-revisited) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/the-reclassification-headache-revisited) ## [The “Risk Disconnect:” How Investors and Financial Advisors sometimes talk past each other.](https://www.planforyourtomorrow.com/the-view-from-here/the-risk-disconnect-how-investors-and-financial-advisors-sometimes-talk-past-each-other) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Sep 23, 2015 [![](https://www.planforyourtomorrow.com/hubfs/Blog/confusion-blonde.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/the-risk-disconnect-how-investors-and-financial-advisors-sometimes-talk-past-each-other) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/the-risk-disconnect-how-investors-and-financial-advisors-sometimes-talk-past-each-other) [All posts](https://www.planforyourtomorrow.com/the-view-from-here/all) [Next **](https://www.planforyourtomorrow.com/the-view-from-here/topic/transparency/page/2) ### Subscribe Here! ### Recent Posts ### Posts by Tag - [Tom Posts (42)](https://www.planforyourtomorrow.com/the-view-from-here/topic/tom-posts) - [Financial Planning (22)](https://www.planforyourtomorrow.com/the-view-from-here/topic/financial-planning) - [Investment Policy (16)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investment-policy) - [Transparency (11)](https://www.planforyourtomorrow.com/the-view-from-here/topic/transparency) - [Happy Clients (10)](https://www.planforyourtomorrow.com/the-view-from-here/topic/happy-clients) - [Behind-the-scenes (9)](https://www.planforyourtomorrow.com/the-view-from-here/topic/behind-the-scenes) - [Cognitive Science (8)](https://www.planforyourtomorrow.com/the-view-from-here/topic/cognitive-science) - [Performance Reporting (6)](https://www.planforyourtomorrow.com/the-view-from-here/topic/performance-reporting) - [Hiring a financial advisor (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/hiring-a-financial-advisor) - [Investing and Digital Security Issues (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investing-and-digital-security-issues) - [Lifestyle Experiments (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/lifestyle-experiments) - [Road Map (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/road-map) - [Unpredictability and Randomness (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/unpredictability-and-randomness) - [Choosing a Financial Advisor (4)](https://www.planforyourtomorrow.com/the-view-from-here/topic/choosing-a-financial-advisor) - [Keeping Track (4)](https://www.planforyourtomorrow.com/the-view-from-here/topic/keeping-track) - [Annual Review Process (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/annual-review-process) - [Economic Outlook (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/economic-outlook) - [Monthly Infographic (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/monthly-infographic) - [New Site Content (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/new-site-content) - [investing (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investing) - [Critical Questions (2)](https://www.planforyourtomorrow.com/the-view-from-here/topic/critical-questions) - [Holiday Blog Posts (2)](https://www.planforyourtomorrow.com/the-view-from-here/topic/holiday-blog-posts) - [Plan Sponsor (1)](https://www.planforyourtomorrow.com/the-view-from-here/topic/plan-sponsor) [See all](https://www.planforyourtomorrow.com/the-view-from-here/topic/transparency/page/1#) © 2018 Plan For Your Tomorrow, Inc Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial,a Registered Investment Advisor, Member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/). 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