New Mutual Fund Rules Won’t Limit Advice

by Justin Knapp | Jul 22, 2010 | Uncategorized

New York Times article written by Ron Leiber. The article explains some of the S.E.C’s views on 12b-1 fees and rules that will limit compensation to advisers who are paid by the mutual fund companies.” The fact is, there are plenty of financial planners...

A Common-Sense Approach to Retirement

by Justin Knapp | Jun 17, 2010 | Uncategorized

Part II in a series of question and answer format articles featuring one of our favorite financial guru’s, Harold Evensky.  This article focuses on Retirement Planning issues.  Read more …

Powerful Female Persuasion

by Justin Knapp | Dec 1, 2009 | Uncategorized

It’s said that New Castle Funds’ Danielle Chiesi leveraged her uniquely female attributes to woo insider tips from company executives. And not only did she regularly finesse her way to advantageous information – she boasted of her relationship-building to colleagues....