Tag: retirement portfolio

What’s a Fiduciary and Why Does It Matter?

There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) soon-to-be new rules for financial advisors to act as fiduciaries for...

The Crazy World of Financial Advisor Acronyms

Last night, my son Marcus asked me what I did for work. “Are you a CPA or something…?” As if he knew what that meant. ...

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