Financial planners are investing in FinTech, or financial technologies, to stay on top of real-time data and the changing communication space. Dan was recently asked by Investor's Business Daily to contribute to an article on the topic.
Working with a financial planner is a relationship formed above and beyond investment performance. Dan contributed to the CFP Board's Let's Make a Plan blog to talk about how to evaluate one of the most important relationships you have
After a rough all-around 2018, equities of all kinds are enjoying a tremendous first quarter. Real estate, small cap stocks, international and emerging are all up over or around double digits. Fixed income has also been positive, with rates decreasing over the last 6 months and the Fed hitting the pause button on any future increases.