Joe Duran


Recent Articles


How bitcoin and blockchain will change the world

Jan 25, 2018

Digital currencies are the future of money, but bitcoin probably isn't the ultimate winner.


The biggest losers and winners of 2017

Jan 2, 2018

Independent advisers and investment clients fared much better than the DOL rule and robo platforms


Three big effects of the shifting broker protocol

Dec 13, 2017

More firms will exit the protocol as technology changes the game, and clients will reap the rewards


An American Thanksgiving

Nov 21, 2017

The differences between my adopted country and my home country offer lessons for leaders at advisory firms


Prepare clients for the terror of falling markets

Oct 30, 2017

Clients with several years of savings can ride out a decline and participate in the following recovery


If a GPS app can fail, so can fintech

Oct 9, 2017

Indispensable advisers know how to overcome the three biggest pitfalls of technology


The role of an adviser when the unexpected happens

Sep 19, 2017

Remember these three important things when helping clients navigate unplanned life events

Book summer main

5 non-money-related books to help you (and your children) live a better financial life

Aug 17, 2017

There's still time left for end-of-summer reading


Hi! Glad you're here and we hope you like all the great work we do here at Mopedia. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.

Last News

blackrock inflation protected bond cfp exam requirements 1099 r reporting vanguard precious metals and mining fund vgpmx pension withdrawal penalty american beacon international equity fund investment advisor associate salary prnhx dividend 1st command financial planning 10 most expensive baseball cards ssn survivor benefits social security spousal survivor benefits fisher investments private client group reviews what is maximum percentage contribution for 401k how much does it cost to file with h&r block jump ship to freedom lesson plans h&r block tax software vs turbotax merrill lynch financial advisor training program loomis sayles global equity and income wells fargo stable value fund symbol nondeductible ira conversion to roth loophole age to withdraw from roth ira irs publication 915 social security and equivalent fidelity management and research hong kong 1943 s steel wheat penny value 401k hardship withdrawal penalty reverse mortgage loan limits best dividend stocks to invest in wall street prep financial modeling free download earned income vs unearned income fidelity freedom fund 2035 529 college savings plan michigan funny jokes for dummies gerber life college plan calculator vanguard equity income adm joint life and last survivor expectancy table