Future Income Payments Part 2 | Next Steps For Investors

Aug 22, 2018 / FIP

In our ongoing weekly video series, Chris Vernon gives an update on Future Income Payments. A recent article in the New York Times goes over what a complete trainwreck the FIPs have been and we have been speaking to investors on a daily basis regarding their various options. We have spoken about this topic before in this future income payments video and now we want to let investors know that […]

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How To Avoid Confirmation Bias In Your Investments

Aug 15, 2018 / Videos

In our ongoing weekly videos, Chris Vernon discusses confirmation bias in the investment world. All investors should be wary of “buyer bias” or, in other words, rationalizing “sunk costs” and trying to make what may be a bad investment seem like a good one. Find out more here:

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CFP® Board Moves Towards a Unified Fiduciary Duty Standard, as other Financial Institutions and Regulators Sadly Continue to Fight the Move

Aug 14, 2018 / protecting investors

As one of the more reputable organizations in the industry, the Certified Financial Planners Board (CFP®) appears to be on the forefront of the efforts to protect investors from financial wrongdoing. This time, the CFP® Board announced new standards that would require financial professionals— including brokers — to act in the best interests of investors when providing any financial advice. The previous rule applied a fiduciary standard to CFP®s only […]

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