The Self-Fiduciary

The Self-Fiduciary

Why would anybody pay someone to evaluate their financial situation and not be truthful with that person? It seems like a waste of time, money and effort. Yet, we’re all guilty of doing this exact thing!  We all go to various professionals for help several times...

Credit Freeze: Worth it?

In this post we discuss what is a credit freeze, is it worth getting one, and what happened with the Equifax breach and why it may impact you. Part of our “job” so to speak is to manage your investments. But another part of what we do is help you plan...

Fiduciary Rule Has Led to an Awakening

The fiduciary rule is partially in place as of June 9th. The most important thing this rule has done for the investing world is it has woken the public up to how important it is to work with a fiduciary adviser. What does being a fiduciary even mean? Well it means...