“DaVinci Wealth Radio – December 19 Airdate. Year End Review. What business is your advisor In?”
by Darren Vilardo

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In this edition of DaVinci Wealth Radio Darren highlights the importance of year end review and evaluation of what is working, what didn’t work this year and why a plan is important in moving forward.

Additionally, Darren talks about the various business models “financial advisors” utilize.  Understanding how your advisor is licensed, compensated, and incentivized can impact their recommendations for you.

 

 

DaVinci Wealth Radio – December 19 Airdate. Year End Review. What business is your advisor In?

“DaVinci Wealth Radio – December 12 Airdate. Darren’s Doctrines. Laws of Investing.”
by Darren Vilardo

Sorry, listening to the audio on this website requires Flash support in your browser. You can try playing the MP3 file directly by clicking here.

In this edition of DaVinci Wealth Radio, which originally aired on December 12, 2015,  Darren highlights the rules and philosophy of investing that he has learned over his career.

Darren’s Doctrines.

 

10 things that keep your retirement planner up at night

What worries the financial professional?

10 things that keep your retirement planner up at night   By KENN TACCHINO Kenn Tacchino is a professor of taxation and financial planning at Widener University in Chester, Pa. Kenn is the editor of the Journal of Financial Service Professionals. The Journal reaches over 16,000 practitioners, academics, and policy makers in the financial services industry. […]