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On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness Fri, Mar 21, 2025 Can a person ever serve two masters? Does a fiduciary investment adviser possess the obligation to avoid, rather than just "properly manage," conflicts of interest? When a conflict of interest exists for a fiduciary, full disclosure of the conflict... Read More

By Ron Rhodes

Investors First Podcast: Herb Greenberg – Red Flags Thu, Mar 06, 2025 In today’s episode with Herb Greenberg, we cover a wide range of topics, starting with Herb’s successful career as a journalist, how he developed a niche in covering red flags on individual companies, how to use his intel to help mitigate risk, and w... Read More

Beyond the Basics: Estate Planning Mistakes Part 2 Tue, Oct 15, 2024 Beyond the Basics: Estate Planning Mistakes Part 2: Real life examples of what not to do. Read More

By Michael T. Koenig, CFP®, J.M.

The 6% commission on buying or selling a home is gone after Realtors association agrees to seismic settlement Fri, Mar 15, 2024 The 6% commission, a standard in home purchase transactions, is no more. In a sweeping move expected to dramatically reduce the cost of buying and selling a home, the National Association of Realtors announced Friday a settlement with groups of ho... Read More

By David Goldman and Anna Bahney, CNN

How to Find the Right Financial Adviser Thu, Dec 28, 2023 If you’re looking for an adviser, here’s what you need to know about assessing their fees and finding one whose services fit your needs. Read More

By as seen at Kiplinger.com

How will Social Security impact your future? As seen at AARP online Thu, Oct 19, 2023 Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation. Read More

By AARP Online Magazine

Investors First PodCast with Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy Thu, Oct 05, 2023 On October 5, 2023 we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOP’s. Read More

Are Roth IRAs Really as Great as They’re Cracked Up to Be? Thu, May 18, 2023 ".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More

By Edward F. Downey as seen at Kiplinger.com

Are Roth IRAs Really as Great as They’re Cracked Up to Be? by Edward F. Downey in Kiplinger Fri, Apr 28, 2023 While a Roth IRA is an excellent tax strategy, that doesn’t mean you should underestimate the benefits of a traditional tax-deferred retirement account. Read More

How to Find a Financial Adviser Wed, Jan 04, 2023 ......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More

By as seen at Kiplinger.com

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