Steve Weydert, CFP, MS

About the Author

Steve Weydert, CFP, MS

Steve Weydert is president of fee-only financial planning firm Weydert Wealth Management in Irvine, Calif.

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  Brokers Manage Products; Investment Advisors Manage Process

  By Steve Weydert, CFP, MS  |  July 24, 2012

  The absurdity of suggesting that investment advisors and broker-dealers often provide “indistinguishable services” demonstrates a stunning depth of misunderstanding regarding the two industries.

• Why the Independent Model Will Continue to Thrive

  By Steve Weydert, CFP, MS  |  April 24, 2012

  Not too long ago, a senior wealth management executive from a large bank in Chicago was quoted telling InvestmentNews that “the trusted advisor is being replaced by an institution.”

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  The Good and Bad of Fiduciary Delay

  By Steve Weydert, CFP, MS  |  March 26, 2012

  On Sept. 19, 2011, the Department of Labor (DOL) withdrew proposed regulations that would have updated and expanded the definition of advisors who are considered fiduciaries to a retirement plan.

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  Greater Female Representation Pays Off for the Financial Services Industry

  By Steve Weydert, CFP, MS  |  March 1, 2012

  We’re in a relationship business and women are good at relationships; so it should come as no surprise that, when given the opportunity, women succeed at all levels of the financial services industry.

• A Better Day

  By Steve Weydert, CFP, MS  |  November 28, 2011

  Imagine you’re given the choice of two different times to be a stock market investor.

• Change What You Can, Bear What You Can’t

  By Steve Weydert, CFP, MS  |  November 1, 2011

  A funny thing happened one day in early August when the markets hit panic mode.

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  Gold Standard

  By Steve Weydert, CFP, MS  |  October 1, 2011

  Aug. 15, 2011, marked the 40th anniversary of the U.S. default on the dollar’s convertibility into gold.

• Establishing Effective Disability Policies

  By Steve Weydert, CFP, MS  |  August 24, 2011

  Readers of “Rx for Disability” (Investment Advisor, July 2011) may come away with the mistaken impression that it is difficult for today’s medical and dental professionals to obtain individual disability income insurance coverage that meets the article’s so-called “gold standard.”

• The Perils of Financial Geography

  By Steve Weydert, CFP, MS  |  July 28, 2011

  As an industry, we are blessed with an abundance of creative home office types who cleverly apply mathematics to convince even sophisticated advisors that they have somehow managed to squeeze more than 100 cents out of a dollar.

• Not There Yet

  By Steve Weydert, CFP, MS  |  July 1, 2011