This is the time of year everyone’s looking at how their investments performed. Don’t make the HUGE MISTAKE most other people make. First, I have a quick story to share with you, so here it goes. Read More
Retirement is a significant milestone in everyone’s life. It’s the time when you finally get to reap the fruits of your labor, relax, and enjoy the rest of your life. Unfortunately, there are many myths that people believe about retirement before they retire, which can lead to unrealistic expectations and financial troubles down the line. In this post, we’ll discuss these common myths about retirement so that you can be better prepared for your new journey. Read More
Have you ever heard someone say that they know exactly where the stock market is going in the future? It might sound tempting to believe, but the truth is that no one can accurately predict the future of the stock market. Read More
Using art as a retirement plan might seem like a good idea, but there are some major drawbacks that you should be aware of before making this decision. Read More
So you want to know what a Fiduciary is? In the world of financial advisors, the word “fiduciary” is thrown around a lot. But what does it actually mean?
You’re in luck. In this article, we’ll break down the differences between a Fiduciary and other Financial Advisors, as well as what it means for you and your retirement plan.
A fiduciary is someone who has a legal and ethical responsibility to act in their client’s best interest. In other words, they’re not allowed to make any decisions that will benefit themselves at their client’s expense.
Types of Financial Advisors: Who Is A Fiduciary
Titles such as financial advisor, wealth manager, investment advisor, registered representative, and even financial consultant do not help the average investor (prospect) distinguish skill and proficiency much less whether they are allowed to act as a fiduciary. Read More
No matter how much the #financialindustry wants to portray a one size fits all approach, quite often the solution is …. well “IT DEPENDS”. Read More