Advisors

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What’s a Fiduciary and Why Does It Matter?

There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) soon-to-be new rules for financial advisors to act as fiduciaries for […]

A Reliable Financial Advisor Fills Multiple Roles

You know how to change the oil in your car. You can mow your own grass and fix a leaky faucet. Sure parenting had a […]

Does Your Prospective Financial Advisor Have a Mug Shot?

As a Certified Financial Planner™ fee-only practitioner I have seen a disturbing trend recently of clients and prospects seeking my assistance with their concerns regarding […]

By |August 25th, 2016|Categories: Advisors|Tags: , , |0 Comments

Suitability vs. Fiduciary Standards…It Matters!

If you are anything like us, you are always busy — right?

We tend to make time for what is most important to us but never […]

By |August 17th, 2016|Categories: Advisors|Tags: , , , , , , |0 Comments