Tag Archives: advisors

“Obama Targets Financial Advisers” — a WSJ editorial full of nonsense

  Today’s WSJ Editorial. For the record, we at Meyers Wealth Management do NOT agree with the editorial. We have no opinion about HOW the Obama administration is going about this — legal procedures, etc. But the notion that someone who calls himself a “financial adviser” can do so without being subject to a fiduciary […]

Dan Ariely on “Asking the right and wrong questions”

Dan Ariely, author and professor of behavioral economics, wrote an interesting blog post yesterday  Asking the right and wrong questions  From a behavioral economics point of view, the field of financial  advice is quite strange and not very useful. For the most part,  professional financial services rely on clients answers to two  questions:    How much of […]