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Articles

Is The Fiduciary Standard Enough?
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"Are you a fiduciary" is a question I often am asked by potential clients. This article compares the fiduciary to the suitability standard, and pokes holes are areas where the fiduciary standard does not go far enough particularly in regards to advisor compensation and suggesting other providers.
Passive Index Bubble & Listening to the Gurus
Market noise is everywhere - but what should we pay attention to? If a famous market guru suggests the market is going to burst, should we listen?
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Information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. No content should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Services
    • Financial Planning
    • Small Business
    • Pricing
    • Resources
  • About
    • Bio
    • Philosophy
  • Contact
  • Articles