While I manage my own money I see how complex the business can be. A good friend who is IA with with a major Cdn bank owned firm put it best when he said:

“I’m not going to promise returns or even promise that I can beat any indexes. What I will be, though, is a champion of clients, defend their interests, ensure I’m up to speed on matters of the economy and investing and be a liaison between my clients and the investment world.”

I though this was a realistic and candid assessment of his role. I should add that he is successful.

I’ve just today subscribed to your blog and look forward to following it more closely.

I admire your ethics.

The fact is I’ve just publicly begun bitching about how advisors – including stock brokers – are disinterested in their clients. They know what they know, they want to earn fees, yet they have no need to learn anything new. They pass on what they learned eons ago – anything that has been accepted as ‘prudent. But…

Diversification has not worked.
Asset allocation has not worked.
Trusting professional money managers (mutual funds) has not worked.

The truth is that the best vehicle for protecting assets is never used by financial planners. Is it ignorance? Is it laziness? Is it fear of being sued? I have no idea.

But conservative stock option strategies could have saved billions of dollars for millions of investors. If those investors only had people tell them about options.

I thank you for interviewing me and mentioning options on your site. That shows you are at the top of the profession. I’m sorry to see you leave because ethics and integrity are in short supply these days – and you are needed.

Best regards,
Mark
http://blog.mdwoptions.com/options_for_rookies/