Daily Archives: March 1, 2021

Another excellent time to review financial plans and risk-exposure

Rob Carrick’s Globe article last week bemoans a “second-opinion desert” for unbiased financial and portfolio reviews.  Noting a few online review services, Carrick concludes they are really designed as “sales promotion” for financial products and services.  That’s true, and it’s … Continue reading

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The Fifth Estate: The missing millions

As forensic accountant Harry Markopulous explained in this interview from November, fraud has become rampant over the past decade enabled by lax regulation, complicit accounting firms and financial advisors and investors who are keen for gains but remiss in due … Continue reading

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