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Rick Pendykoski is owner of the Self Directed Retirement Plans LLC, a retirement planning firm based in Goodyear, Arizona. He has over three decades of experience working with investments and retirement planning, and over the last 10 years has turned his focus to self-directed accounts and alternative investments.
October 11
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Use these tips for smart giving during the holidays. Plus, avoiding the cost of inherited assets and revisiting W4s.
October 11
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Flawed questionnaires, conflicting interests, unclear regulatory stances — it’s a mess, but it can only get better.
October 11
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The advisers are industry veterans who joined the regional firm in two offices.
October 10
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Here’s what advisers need to know for a successful transition.
October 10
Mark Elzweig Co. -
Eight advisers opened a new office for Merrill Lynch's Private Banking & Investment Group, which serves ultrawealthy clients.
October 7
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Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.
October 7
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