Tag: financial fiduciary

The Evolution of the Financial Fiduciary

There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...

The Wolf on Wall Street Wants Your Retirement Assets!

There is a rule on Wall Street that says the best assets reside in your Individual Retirement Account (IRA). The assets tend to be more...

An Independent Financial Advisor is a Safer Bet than Wall Street

Approximately 12 years ago the Securities Industry Association, now SIFMA,  conducted a survey that showed more than 60% of investors relied on financial advisors who worked...

Smart Financial Moves to Begin the New Year

The New Year 2016 is fast approaching and if economic experts are correct, investors should prepare themselves for living on less as a global low-return...

How Much Should You Contribute to Your IRA?

Individual Retirement Accounts – or IRAs – (both Roth and traditional) are great investment vehicles for retirement for nearly everyone thinking of retiring someday, but...

What is a Financial Advisor? Are they Real?

One would think that the question of What is a Financial Advisor would be easy to answer.  Unfortunately, it is one of the most abused...

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