Tag Archives: Fiduciary

Farewell Fiduciary?

(photo source: http://gurpshexagono.blogspot.com/2012/02/uma-nova-novidade.html) On Friday, February 3, the Wall Street Journal reported that the new administration would likely sign an executive order that would delay or rescind the pending Department of Labor rule that says that anyone who provides advice … Continue reading

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Shocked By Fees: The Benefit of Working with a Fee-Only Fiduciary

    I recently attended a Leadership Training and Board meeting for my new role as a board member for the South Region of the National Association of Personal Financial Advisors (NAPFA). For those unfamiliar with NAPFA, it’s the leading … Continue reading

Posted in Financial Planning, Firm News, Investing | Tagged , ,