KDFC Educational Seminar on Investment Planning – October 9th

KDFC will be hosting a second educational seminar on investments, on October 9th at 10:00am.  The title of the seminar has not been finalized yet but my presentation will focus on core attributes of a successful, long-term investment strategy.  The objective of these educational seminars is to empower individual investors to take charge of their investment future with greater understanding and confidence.  We do not talk about specific investments;  we discuss strategies...
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10 Questions to Ask When Choosing a Financial Planner – An Update

The Certified Financial Planning Board of Standards and CFA Institute both are committed to investor education, including providing information to help consumers choose a financial advisor.  The CFA Institute has published an article titled "What Every Invstor Should Know," while the CFP Board of Standards offers its own brochure titled "10 Questions to Ask When Choosing a Financial Planner."  While the CFA Institute's publication is more comprehensive, the CFP Board's "10 Questions" is a more p...
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