The Complexity Trap

I recently attended TD Ameritrade’s National LINC conference in San Diego. The conference is held for independent Registered Investment Advisors to learn about the latest industry trends and to be inspired by other like-minded advisors. The conference is held in San Diego, California, and bedsides the wonderful weather, I always look forward to the keynote speakers. This year did not disappoint.I heard […]

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2012 NAPFA National Conference Highlights

I am just flying home from Chicago, where I had the opportunity to spend the past week with my fee-only advisor colleagues at the 2012 NAPFA National Conference. I had a great time and learned a lot too.  Here are some of the highlights:William Strauss, senior economist with the Federal Reserve Bank of Chicago, said that while “growth of GDP […]

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