Fiduciary Profiles

Navigating Financial Turbulence – Nell Cordick, CFP®

4/9/2025

Nell Cordick, CFP®, was an advisor during the financial crisis in 2008-09 and always uses that time as a gauge for other economic downturns in the market.

She also uses this list below during market growth periods to discuss the future when there will be a downturn.

Keep Perspective and Think Globally - Mike Bisaro, AIF®

3/24/2025

"It is at times like this that investors need to maintain perspective. Following two years of strong market performance leading to historic gains and stock valuations in the U.S. market, it would only be natural and even healthy to expect a pullback.

The economic uncertainty caused by the tariffs and US trade policies under the new administration may simply have been the catalyst for expediting an inevitable correction.

Rising concerns about the possibility of a recession, coupled with more headlines announcing layoffs has only further heightened investor anxiety. It is important for investors not to make emotional decisions out of fear during periods of market volatility."

Empowering Women in Finance: A Roundtable Discussion

8/26/2024

In a roundtable discussion, three leading women in finance -- Emily Jaffe, CFP®, CDFA®, President of OFC Wealth Management; Kim Spencer, CFP®, CDFA®, Owner of Next Step Financial; and Bridget Grimes, CFP®, President of WealthChoice and Co-Founder of Equita Financial Network —shared their insights and experiences about serving women in the financial industry. Their conversation highlighted the reasons behind their commitment to serving women, their unique approaches, and the immense power of networking.

Fiduciary Voices Roundtable in Kansas City at Keen Wealth with Blue Chip Partners and Bogart Wealth

4/15/2024

The inaugural Fiduciary Voices Roundtable, hosted by Impact Communications and Keen Wealth Advisors at their beautiful office space in Overland Park, Kansas (just south of the metropolitan Kansas City area), was a gathering of industry experts dedicated to exploring the essence of fiduciary responsibilities in the financial realm.

The private dinner and half-day formal roundtable provided a platform for these thought leaders to exchange ideas, share best practices, and reflect on the evolving landscape of fiduciary responsibilities. The conversation delved into the core principles of acting in clients' best interests, emphasizing the ethical and legal obligations that guide fiduciary actions.

Keen on retirement? Here’s how to engineer the second half of your life.

2/2/2024

Fiduciary financial advisory firm, Keen Wealth Advisors, helps people make the transition from working to retirement with the freedom, flexibility, and resources to realize their vision and achieve their retirement dreams.

Fiduciary financial advisor and Kansas City based entrepreneur and philanthropist Bill Keen firmly believes he was called to make strategic investments in life.

For Keen that means making a positive impact on the lives of his firm’s clients, his family and team members and, ultimately, giving back to his community – both financially and through volunteering – and providing financial literacy and education to clients and the public.

The founder and CEO of Keen Wealth Advisors, Bill Keen is a husband, father, grandfather, aircraft pilot, and Amazon best-selling book author1. Notably, Keen recently launched the second edition of his best-selling book (1), Keen on Retirement: Engineering the Second Half of Your Life.

Charting New Paths: Women Leaders Shaping the Future of Financial Services

1/15/2024

While the financial services industry and related roles in financial technology have historically been male-dominated, we are seeing steady progress toward gender parity as women demonstrate their abilities and keen interest in making a difference within various segments – especially in the segment devoted to the financial planning and investment advisory profession.

The establishment of Equita Financial Network in 2018 stands as a beacon, inviting other women to participate in the change.

Equita Co-founders Katie Burke and Bridget Venus Grimes

Co-founded by Katie Burke, CFP®, and Bridget Venus Grimes, CFP®, two visionaries with deep roots in the personal financial planning profession, Equita emerged from their shared experiences and a fervent desire to carve out a space where women could lead, innovate, and thrive.

35 years of changing lives the Buckingham Way: One person, one family, one business at a time

1/1/2024

It was 1987. President Reagan challenged Gorbachev to "tear down this wall." Disposable contact lenses became available. The Internet was inching along, and the first laptop computer, complete with a 3.5 inch floppy disk drive, was released by Hewlett-Packard.

Working from a small, upstairs loft with a slanted ceiling and a staff of one, Jay A. Buckingham watched the local and national news – and hunkered down.

Mr. Buckingham had just left a large corporation because he wanted to offer truly independent financial advice to his clients. He knew that if he did things his way, versus the big company way, that he had the opportunity to follow his own sense of integrity – and to change more lives.

“I had been working for a large corporation and I decided to leave and become independent,” Mr. Buckingham said. “The ‘aha moment’ was the desire to move forward in a way that would allow me to satisfy my clients. I've always said that you don't work for an individual or a company, you work for the clients. That's true to this day.