2005 and Fee Only - Financial Advisor Source

How the SEC Has Strayed From Its Mission

Inside Information

SEPTEMBER 28, 2021

Does any of this sound familiar about today’s marketplace?).

Financial Planner

Financial Planner Financial Planning Commission Sales

Recency Bias!!!

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. In contrast, Emerging Markets over the 2003-2012 period provided investors with Doc Brown’s requisite 1.21 jigawatts of investing power (and volatility)! Sounds unstoppable, right?

Assets

Assets Investing Investments Marketing

Transcript: Brian Hamburger

The Big Picture

APRIL 25, 2023

But keep in mind, you said, well, if I leave FINRA, if I no longer am a broker and I decide to go fee only, they can go pound sand. And so, I joined the Coast Guard Auxiliary when I bought a boat back in 2005. HAMBURGER: So you’re absolutely correct with regards to the arbitration. HAMBURGER: Well, hold on.

Compliance

Compliance Clients Wealth Management Management

Financial Advisor Source

How the SEC Has Strayed From Its Mission

Recency Bias!!!

Transcript: Brian Hamburger

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