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AHCD - Health Care Agent seven-selection-factors Caring House
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Seven selection factors to help you name the right person.
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Advance Health Care Agent - Choose the Best Person - Grid System
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Choosing the best person using the grid system. (Scorecard and points)
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Advance Health Care Agent - Choose the Best Person
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If you become incapacitated (unable to speak or make decisions), someone else will need to make care decisions on your behalf.
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Push for Profits Left Nursing Homes Struggling to Provide Care
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Some with private equity owners, focused on making money, were particularly ill equipped and understaffed to handle Covid-19.
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Why Now’s an Ideal Time to Talk With Clients About Charitable Giving
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Nearly everyone has been personally impacted by the COVID-19 pandemic. Twelve questions to consider and discuss.
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Dimensional Fund Advisors ETFs
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For the first time, individual investors will have direct access to coveted DFA strategies
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Outline - IYE Week 5 - Charitable Giving - Giving & Receiving - Peter Kote & Don Vivrette - 2020
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“Charitable Giving” By Peter Kote & Don Vivrette
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Trump DOL Throws 401k Investors To The Wolves
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Trump U. S. Department of Labor watchdogs just opened the door for private equity wolves to sell the highest cost, highest risk, most secretive investments ever devised by Wall Street to 401k plan sponsors.
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Outline - IYM Week 8 - Money and Your Mind - 2020 - Meghan Coolbaugh
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Behavioral finance tells us investors tend to hate losses about two and a half times more than we enjoy equivalent gains, and we will do just about anything to avoid losses.
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Morgan Stanley hit with $5 million penalty for misleading clients in wrap account program
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The SEC charged the wirehouse with not fully disclosing fees for five years
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