Tag: fiduciary

5 Steps to Take Before Buying a Home

Home ownership is not for everyone, but – for those who feel like it’s the right time to buy that certain house – there’s a...

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...

Investing: Riding the Stocks

When the Dutch first inhabited Manhattan island in the 1600s, they erected a wall around their encampment. Along the southern stretch of the wall, between...

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...

Should I Trust a Fiduciary Financial Advisor?

Everyone claims to be a financial advisor who is also a trustworthy financial expert. They make these claims to win your trust and gain control...

“Doing It Yourself” with the Aid of a Broker is a Dead Model

Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all...

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