Category Archives: Firm News

Farewell Fiduciary?

(photo source: http://gurpshexagono.blogspot.com/2012/02/uma-nova-novidade.html) On Friday, February 3, the Wall Street Journal reported that the new administration would likely sign an executive order that would delay or rescind the pending Department of Labor rule that says that anyone who provides advice … Continue reading

Posted in Financial Planning, Firm News, Retirement Planning | Tagged , ,

A Speech to the Graduating Kindergarten Class of 2015

My daughter graduated from kindergarten back in June. While there weren’t any caps, gowns, valedictorians or diplomas, the ceremony did have about 100 singing children, lots of beaming parents and grandparents, and plenty of chocolate cake. Having attended my fair … Continue reading

Posted in Firm News

Retirement Planning Today Class Taught by Woodward Financial Advisors – March/April, 2015

For the past few years, we’ve been teaching a retirement planning course on the UNC-Chapel hill campus. A number of clients and blog readers are graduates of this course, and reviews have been consistently positive. Our next course offering will … Continue reading

Posted in Classes, Firm News, Retirement Planning

You’re Fired! Why It’s Important to Ask Why You Hire a Financial Advisor, Not Just How

Kevin Noblet is not a household name, but he quickly gained some fame in financial advisory circles after his article about why he fired his financial adviser after just 9 months ran in the August, 29t, 2014 edition of the … Continue reading

Posted in Current Events, Financial Planning, Firm News | Tagged , ,