Tag: financial advice

What is a Fiduciary Financial Advisor?

Perhaps you have read about a new Department of Labor regulation that mandates anyone who provides financial advice and services for retirement assets must be...

Who Are the Real Financial Fiduciaries?

The DOL just published a new regulation that turns stockbrokers into financial fiduciaries when they provide financial advice and services to qualified retirement plans (401k)...

Why is Wall Street Fighting Fiduciary Standards for Sales Reps?

Wall Street firms employ or license hundreds of thousands of sales representatives.  Wall Street does not want these reps locked out of the retirement asset...

Weighing In- Politicians Protect Wall Street Executives

It is a travesty of justice that Wall Street executives can rip-off consumers for billions of dollars each year with no accountability for the damage...

Early Preparation is the Key to Financial Success

As a practicing Certified Financial Planner® for 10 years, I can say my best clients have a great relationship with money. And the earlier you...

Credible Financial Advice or Headline Maker?

Every few weeks, I get an email or a phone call from a client asking if I have read a recent article or a newsletter...

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