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Sunit Bhalla
284 followers -
Fee-only financial planner running my practice on Apple products.
Fee-only financial planner running my practice on Apple products.

284 followers
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Sunit's posts

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How I use graphics and visuals to help communicate complex financial topics to clients.

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Looking forward to a discussion of mobile technologies in advisory firms with +Bill Winterberg, +Davis D. Janowski, and +Blair DuQuesnay tomorrow (July 17th) at 4:30 Eastern.  Please join us!

It was announced at WWDC yesterday that Siri will soon be using Bing search instead of Google search. Safari on iOS and Mac OS X now allows you to select a search engine; Google is used by default. If the Safari default search switches to Bing, my guess is that Bing SEO will become much more important to RIA firms.

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Wondering why the debates about Mac vs. PC, Active vs. Passive, and Democrat vs. Republican get so vicious? This book, which I just finished reading, does a great job of explaining it.

Kaitlyn, age 7: "If I were a man, I'd probably marry Siri because she's the smartest person in the world."

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Does anybody else love the iPhone's Passbook app? I used it today to purchase coffee at Starbucks, when boarding my United flight, and while checking into a Hyatt. It's my first paperless trifecta!
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Here is a link to yesterday's Frontline episode titled "The Retirement Gamble." It discusses how bad 401(k) plans, high mutual fund expenses, and poor investment advice has derailed the retirement plans of many Americans. 

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My wife and I ran the Horsetooth Half Marathon today. The race held a very poignant 26.2 second pre-race moment of silence to remember the victims of the Boston Marathon.
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Tickets: $70
Parking: $13
Ice-cold Coke: $6
Watching the Rockies Opening Day game with my kids (on Friday): Priceless.
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