Category
Investment Management
What’s Broken in the Brokerage Industry
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
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
Welcome to Meridian Financial Partners…