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.

• IA Soapbox: Europe, ETFs, and the Fiduciary Standard

  By Steve Weydert, CFP, MS  |  July 1, 2010

  The European landscape of ETFs looks much different than the U.S., partly due to the lack of a fiduciary duty to clients among advisors there. Returning...

• Soapbox: The Seed Investors' Hedge Fund Opportunity

  By Steve Weydert, CFP, MS  |  June 1, 2010

  While the credit crisis has wreaked havoc on the financial industry, it has also opened up new opportunities. With hedge funds in a state of...

• Soapbox: Debunking the Myths of Leveraged ETFs

  By Steve Weydert, CFP, MS  |  May 1, 2010

  As a relatively new and unique investment tool, leveraged exchange traded funds are often misunderstood. These funds have experienced such tremendous growth in recent years...

• Soapbox: What Comes First: Nation or Client?

  By Steve Weydert, CFP, MS  |  March 1, 2010

  One key element of financial planning is to identify legal means to reduce clients' payments for state and local income taxes, estate and inheritance taxes,...

• Soapbox: Here's What We Were Thinking

  By Steve Weydert, CFP, MS  |  February 1, 2010

  The Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice...

• Soapbox: Your Best Resolution for Growth in 2010

  By Steve Weydert, CFP, MS  |  January 1, 2010

  Here's an achievable New Year's resolution for advisors who want to build an affluent practice: revamp your marketing. Even as advisors worry about falling profits,...

• Walking the Fiduciary Line on Retirement

  By Steve Weydert, CFP, MS  |  December 1, 2009

  The definition ERISA uses for fiduciary status is functional, which means that even if brokers or registered representatives do not acknowledge that they are acting...

• The Soapbox: The Financial Planning Coalition Barks Back

  By Steve Weydert, CFP, MS  |  November 1, 2009

  Bob Clark's October column, "The Dog That Didn't Bark," provides an inaccurate and misleading review of the Financial Planning Coalition's goals for reregulation of the...

• The Soapbox: What You Need to Know About Hedge Fund Conversions

  By Steve Weydert, CFP, MS  |  October 1, 2009

  Many advisors often ask how to convert hedge funds into mutual funds. These conversion requests can be motivated by several different factors. One reason to...

• Soapbox: Forget the Benchmarks

  By Steve Weydert, CFP, MS  |  September 1, 2009

  For years, many investors and advisors have measured success by whether they "beat the benchmarks." However, last year's market collapse revealed the stark pitfalls of...