(From the on line Self-Directed Summit of August 30-31, 2016) — I was privileged to take part in a two-day on line webinar at the end of August that was attended by over 2,500 individual investors. Hosted by the Self-Directed Club, it was full of presentations designed to enable investors to better understand and use the tools available to them outside the traditional brokerage/advisory world. . . and WHY they should use them!
Yours truly shared anecdotes and history from my own 35 years’ experience, discussing a number of issues under the topic, “Wealth Management–What your traditional Advisor isn’t Telling You.”
You can now view this archived presentation at