David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...

When it comes to helping people find your financial advisory website online, two types of meta tags are particularly important: title tags and meta descriptions. Think of these as your website’s handshake and elevator pitch in the digital world. They play a big role in how your site appears in search results and can greatly…

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