The Fiduciary Difference
I know my clients have many options when choosing a financial advisor.
SEC Fiduciary Defintion
A fiduciary advisor, puts their client's interest first. The DOL is forcing advisors of retirement accounts into a fiduciary structure - I'd ask if you really want to work with someone who was forced into it?
1) 6 Ways President Trump's Tax Proposal Could Change Your Taxes
2) Even amateurs are writing articles about why you should not be using AUM and high fee funds
3) The three mistakes preventing you from beating the market - this is now required reading for all of my clients!
4) For my non-financial post: it's nearly summer, time to take the kids camping. One of my life goals is to teach Luca into loving the outdoors like I do. Here's how.