Latest ACP Blogs

Test Your Financial Advisor: Ask About the Fiduciary Rule

By Taylor Conger posted 27 days ago
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ACP Mentioned in, Test Your Financial Advisor: Ask About the Fiduciary Rule   article by Andrea Coombes at Nerd Wallet.
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Five Financial Questions Before Marriage

By #ACP ACP posted 07-19-2018
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By: Robert Roy Reed , Ph.D., CFP® You think sex is intimate? Let’s talk about money! Before you start planning your wedding (a major financial event), you and your intended should have a heart-to-heart about money and your marriage. Fair warning: be ready for surprises and heart-felt bargaining. You don’t have to make now-and-forever decisions, but the issues should be on the table so both of you are aware of them. 1. How much debt do you have? This is one of the big questions because it can be an embarrassing record of past indiscretions. Does your partner have massive student loans? Does he routinely carry a large credit card balance? Does she even know ...
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Frankie Corrado Participates in Fiduciary Voice Virtual Press Conference

By Taylor Conger posted 07-19-2018
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Frankie Corrado Participates in Fiduciary Voice Virtual Press Conference  Recording  Slides Hypothetical Disclosur
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ACP Certified member, Linda Leitz, was quoted in this article by Jeff Benjamin from InvestmentNews, Alphabet soup is hot, and clients will pay more for those letters.”

By Taylor Conger posted 07-18-2018
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ACP Certified member, Linda Leitz, was quoted in this article by Jeff Benjamin from InvestmentNews, Alphabet soup is hot, and clients will pay more for those letters. ”
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Carolyn McClanahan mentions ACP and touts retainer model in Financial Planning on June 25, 2018

By #ACP ACP posted 07-02-2018
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Carolyn McClanahan mentions ACP and touts retainer model in Financial Planning's " Why I ditched my bogus 5-year business plan " on June 25, 2018
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ACP mentioned in Financial Advisor Magazine's "SEC Will Make RIAs, Brokers Look Like 'Identical Twins', Group Says"

By #ACP ACP posted 07-02-2018
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ACP mentioned in Financial Advisor Magazine's " SEC Will Make RIAs, Brokers Look Like 'Identical Twins', Group Says " on June 28, 2018
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ACP president Jim Davis quoted in Financial Planning Magazine

By #ACP ACP posted 06-29-2018
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ACP president Jim Davis was quoted in Financial Planning Magazine -  " Advisor groups calling on SEC to clarify distinct roles of IAs, brokers " on June 28, 2018.
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ACP mentioned in Think Advisor's "Coalition Asks RIAs to Tell SEC How They Differ From Brokers"

By #ACP ACP posted 06-29-2018
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ACP was mentioned in Think Advisor's " Coalition Asks RIAs to Tell SEC How They Differ From Brokers " on June 28, 2018
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ACP mentioned and president Jim Davis quoted in Wealth Management's "Coalition of RIAs Seeks to Sway SEC over Advisor/Broker Definitions"

By #ACP ACP posted 06-29-2018
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ACP mentioned and president Jim Davis quoted in Wealth Management's " Coalition of RIAs Seeks to Sway SEC over Advisor/Broker Definitions " on June 28, 2018
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ACP mentioned as partner in Investment News' "Organizations launch campaign to get investment advisers to comment on SEC rule"

By #ACP ACP posted 06-29-2018
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ACP was mentioned in Investment News as partner in " Organizations launch campaign to get investment advisers to comment on SEC rule " on June 28, 2018
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ACP president Jim Davis quoted in Investopedia's "DOL's Fiduciary Rule Officially Shelved"

By #ACP ACP posted 06-29-2018
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ACP president Jim Davis was quoted in Investopedia's " DOL's Fiduciary Rule Officially Shelved " on June 26, 2018.
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ACP's Jake Kuebler to receive NAPFA's New Professional Award

By #ACP ACP posted 06-21-2018
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ACP's Jake Kuebler to receive NAPFA's New Professional Award Each year, NAPFA recognizes individuals who have contributed significantly to NAPFA as an organization, and to the financial planning profession as a whole. This year, four NAPFA members and one non-member were recognized for their special contributions, both within and outside the association. Recipients will be honored at the 2018 NAPFA Fall Conference in Philadelphia, October 15-18. Jacob Kuebler, CFP®, NAPFA-Registered Financial Advisor, Bluestem Financial Advisors Recipient of the NAPFA New Professional Award Jacob Kuebler has been a senior advisor and owner of Bluestem Financial Advisors ...
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TIAA Changes More Than Its Name

By MaryKate Foust posted 06-18-2018
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Written by Karen Folk, CFP®, Ph.D.,   Founder & Advisor Emeritus   of Bluestem Financial Advisors OVERVIEW Both my husband and I have been loyal clients of TIAA (formerly TIAA-CREF) for over thirty years.  Throughout our academic careers, we chose TIAA over several possible providers.  We were attracted to their low cost mutual funds and long nonprofit heritage of service to teachers.  Founded in 1918 as the Teachers Insurance & Annuity Company to help teachers retire comfortably, they have become a leading retirement plan provider for academic, research, medical, cultural and government employees.  Recently, as an account holder, I have ...
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The Lake Wobegon Effect on Investors

By #ACP ACP posted 05-24-2018
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By: Michael Ryan , CFP®, MBA Garrison Keillor introduced us to the mythical town of Lake Wobegon, Minnesota, a place "where all the women are strong, all the men are good looking, and all of the children are above average." It may be that not all women and men are like those in Lake Wobegon, but certainly all of our children are above average. Undoubtedly those Lake Wobegonians also consider themselves above average in other areas, like driving.  In fact, when asked, almost everyone says that they are "above average" drivers, and many suspect that they are above average in a host of other pursuits. The rub is in proving these claims, and that is very hard ...
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Ken Robinson describes the importance of belonging to an organization like ACP in "Experienced Advisors Dish Out Pearls Of Wisdom To Rookie Planners" on Investor's Business Daily, 5/10/18

By #ACP ACP posted 05-14-2018
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Ken Robinson describes the importance of belonging to an organization like ACP in "Experienced Advisors Dish Out Pearls Of Wisdom To Rookie Planners" on Investor's Business Daily, 5/10/18
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John Scherer quoted in Lifehacker, "Should You Pay Off Your Mortgage or Invest Your Extra Money?", April 2018

By #ACP ACP posted 05-14-2018
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John Scherer quoted in Lifehacker , "Should You Pay Off Your Mortgage or Invest Your Extra Money?",  April 201
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Bert Whitehead wrote an article for Advisor Perspectives, "Why AUM-Based Fees Don’t Meet Fiduciary Standards”, March 2018

By #ACP ACP posted 05-14-2018
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Bert Whitehead wrote an article for Advisor Perspectives, "Why AUM-Based Fees Don’t Meet Fiduciary Standards” which generated many comment and was ranked #6 out of the past 100 articles. Not all the comments were favorable, but Bert posted a rebuttal as a comment, at the editor's request, and was able to praise ACP and the retainer system, as well as the comprehensive aspect provided by including taxes. Login to Advisor Perspectives to see full article and comments. Read article below.   Why AUM-Based Fees Don’t Meet Fiduciary Standards by Bert Whitehead, 3/28/18 Advisor Perspectives Advisor Perspectives welcomes guest contributions. The views presented ...
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John Scherer quoted in "What you need to do if you want to put off retirement like Warren Buffett", CNBC, January 2018

By #ACP ACP posted 05-14-2018
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John Scherer quoted alongside Warren Buffet in "What you need to do if you want to put off retirement like Warren Buffett", CNBC , January 2018
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Ken Robinson featured in Cleveland.com, "How to determine if you need a retirement planner, find one: Living On", April 1, 2018

By #ACP ACP posted 05-14-2018
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Ken Robinson featured on front page of business section in Cleveland.com , "How to determine if you need a retirement planner, find one: Living On", April 1, 2018
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Tax Reform: Will Taxes Go Up or Down?

By #ACP ACP posted 04-17-2018
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By  Angela Dorsey ,  CFP® , MBA The Tax Cut and Jobs Act (TCJA), which was passed by Congress at the end of 2017, has certainly been a popular topic of discussion lately. Everyone wants to know if they will see a reduction in taxes, or if in fact their taxes will go up. The short answer is:  It depends! TCJA includes many changes to the tax code, some of which may impact you positively, some negatively, according to your individual situation. Here are some tips to consider, to help you determine how the changes may impact your tax liability. Remember that these changes will affect the filing of your 2018 tax returns, which will be due in April ...
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