Category

Investment Management

What’s Broken in the Brokerage Industry

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Admission: I worked in the brokerage industry for over 10 years and feel as though I was successful for my clients, my employer, and myself. That being said, there are many things in the brokerage world that incentivize behavior that is not in a client’s best interest. The most glaring example of this is how

Unforced Errors

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I admit I am only a casual sports fan…I watch NBA finals, the Super Bowl, Grand Slam tennis. But in watching the recent Grand Slam (fascinated with Serena Williams…), I was interested in what the announcers called “unforced errors”. These are the mistakes a tennis player makes that are not forced by the skill

Meridian Financial Partners Launch

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Welcome to Meridian Financial Partners…
CRS & ADV I DISCLOSURES