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Friendly Reminder: Current Market Decline in Context
You may already be able to guess what our take is on the current market news: Unless your personal goals have changed, stay the course according to your plan. Still, it never hurts to repeat this advice during periodic market pullbacks. We understand that thinking about pullbacks in markets is not the same as actually experiencing them. So, what’s going…
Look Before You Leap: Choosing A Financial Advisor
[uxi_video id=”8Ved3cXTHqM” size=”” type=”youtube” ratio=”16by9″ center=”false” related=”false”] Most people need help managing their personal finances but not everyone chooses to work with a certified financial planner. Why? Often it is a lack of understanding the purpose and value of hiring a financial planner and what kind of planner is best for their requirements. Choosing a financial…
Why Are Large Banks Running Away From the Fiduciary Rule?
In 2016, the U.S. Department of Labor announced new regulations implementing a fiduciary standard for retirement accounts and other qualified accounts such as IRAs. By law, a fiduciary acts in the client’s best interest. An advisor or broker would have to reveal to the client how and why they are not acting in the investor’s…