When my brother was about 5 years old, he asked my mother a question. After listening to her very thorough answer for about a minute, he held up his hand and said, “Mom, stop! You’re telling me more than I want to know.” Tip: Our fiduciary clients who choose to receive prospectuses via email might want to consider setting up a new email address so the “compliance-related” information can all be kept in one place (i.e., not fill up your work or personal email box). Securities industry … [Read more...] about Stop!!!
The Prudent Perspective
As you may remember from the last issue of The Prudent Perspective, I was pushed outside my comfort zone recently when a challenger ran against me for my seat on the Carlsbad School Board. As I wrote in the article, some people are good at meeting other people, remembering names and asking for support…I’m not! The focus of the article was that we can do hard things. I’m pleased to report that after weeks of passing out fliers door to door, speaking to groups, and responding to reporters’ … [Read more...] about Sometimes Everyone Wins!
In my community there is a history of elected officials using the position of School Board member as a stepping stone to other positions, such as City Council, Assembly and even Congress. Contrary to that practice, I’ve stayed on the school board because that’s where I think I can make the most difference. For the first time since being elected, someone (who I’m told probably views the position as a stepping stone) is running against me in the November election…which means I’m having to … [Read more...] about You Can Do Hard Things
San Diego Superior Court Faces Historic Budget Cuts Services Reduced, Hundreds May Be Laid Off, Courtrooms Shuttered CA budget cuts force Tulare Courthouse closure Los Angeles Superior Court Budget Cuts Affect 431 Employees Recent California newspaper headlines point to increasing difficulties as the economic downturn forces major budget cuts. The closing of courts, layoff of personnel, and extended court calendars will make the life of a fiduciary more complex. Since Prudent … [Read more...] about Not Business As Usual
When playing basketball or soccer it is essential to know who is on your team. For a team to be successful the members of the team must share the same goals and objectives. If you pass the ball to a person on the opposing team, most likely they will be trying to help their own team and not yours. Likewise, in the world of financial advisors, there are many different types of advisors and it is imperative for you to understand the differences. As a guardian of the person and their estate it is … [Read more...] about Who’s On YOUR Team?