22 May 2016

Time for Outsiders To Emerge in the Financial Services Industry

Being a political outsider has captured the attention of the American electorate in the last decade or so and is now been credited with generating a fundamental re-assessment of the national political establishment.  Now, it’s time for outsiders to emerge in the financial services industry. Why? Simply because the “financial services industry,” a term

Chuck Epstein 1
16 Aug 2015

Etsy’s Social Responsibility Creates an Ethical-Business Dilemma

What happens when a company that espouses financial transparency with all of its customers and shareholders suddenly shifts gears and changes its structure to hide financial information in order to pay fewer taxes? Should the company still be trusted by its customers? Does it still meet the standards of being

Chuck Epstein 0
13 Aug 2015

The Great Opportunity to Link Progressive Investors with Progressive Financial Advisors

As the current presidential campaign season develops, economic and financial concerns about the income gap, wage stagnation and retirement financial security have become paramount issues. But as history has shown, political power is intertwined with economic power. This is true more today in the U.S. more than ever before. The

Chuck Epstein 2
12 Aug 2015

The Great Opportunity to Become Progressive Financial Advisors

Financial services providers who are disenchanted with their broker-dealers or who simply want to re-invent themselves as decidedly pro-investor advisors have a great opportunity today to re-make themselves into Progressive Financial Advisors. Progressive Financial Advisors (PFA) would be a distinct genre of financial professionals and would provide much more than those adopting the

Chuck Epstein 0
30 Jul 2015

The Cannabis Industry Should Become the Newest Gem in Social Investing

If your cannabis company is considering going public or formally looking to attract institutional and retail investors, you should consider a marketing approach based on social investing. This is because socially responsible investing (SRI) is a distinct and proven sector in the investing world that attracts individual and institutional investors

Chuck Epstein 1
26 Oct 2011

Welcome to Mutualfundreform.com

Mutual funds have, by default, become one of the primary vehicles to build wealth in America.  Pensions and savings were the traditonal vehicles in the last generation, but today, the erosion of home equity, decreases in 401(k) accounts, and threats to the future of Social Security all translate into new

Chuck Epstein 0