Why A Financial Advisor Might Avoid Some Of Your Questions

Published on March 24, 2026

An approach I have recommended for years is to interview planners, ask questions, and persist until you get clear answers. Under a relatively new SEC rule, getting those answers is becoming more difficult.

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In Today’s Digital World, a Valid Will Simply Isn’t Enough

March 24, 2026
Most wills and trusts give you the details of who inherits what. However, they do not solve the first job after a death, which is getting inside the systems that hold important records and the funds.

BlackRock’s Rieder Seeks Cash for Hedge Fund After Fed Race

March 24, 2026
BlackRock Inc.’s Rick Rieder, the firm’s top bond-market executive who was passed over by President Donald Trump to be chair of the Federal Reserve, is pursuing investor cash for his first hedge fund in years.