You’ll Be Alright

You’ll Be Alright

I was recently diagnosed with Chronic Myeloid Leukemia (CML). There are good and bad parts of CML. Good Treatable with a daily pill called a TKI. It’s not quite chemotherapy, but it’s pretty powerful stuff. TKI’s were discovered in 2001. Before...
This Needs to Change

This Needs to Change

I recently passed my Series 65 to become an IAR, Investment Adviser Representative. When taking the practice exams it was sometimes difficult to separate what I thought was the best answer and what was the right answer for the exam. This became very clear in the...
Increasing Fiduciary Awareness

Increasing Fiduciary Awareness

There has been an ongoing debate about whether the Trump administration will repeal the Department of Labor rule implementing a fiduciary standard for all retirement accounts. Whether the new administration repeals the rule, waters it down or delays the start date;...