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How to Have a Successful First Meeting with an Advisor

BY Pam Krueger

It’s tempting to lean back and let the expert drive the very first meeting. I recommend that you take the lead. Here are some key questions that…

What Protects Investors More Than The Fiduciary

BY Pam Krueger

Is your financial advisor acting in your best interest? Starting today, advisors who help clients invest for retirement must by law, adhere to the…

What Do Financial Advisors Actually Do?

BY Pam Krueger

If you've ever thought about asking for help with your finances—maybe trying to roll over your 401k without getting dinged by tax penalties or…

It’s Not the Fiduciary Rule – It’s the Fiduciary Standard that Matters

BY Pam Krueger

  The Department of Labor’s Fiduciary rule started making headlines the day it was finalized in April 2016. It was the first time that many…

Are you still using your Ex’s financial advisor?

BY Pam Krueger

Three Reasons You Might want to Change that Back in the “old days,” women tended to be financially dependent on their husbands and thus were often…

3 smart strategies to make the most of market volatility

BY Adam Harding

  Amid today’s increased market volatility, economic uncertainty and geopolitical unrest, it is wise to know how to react when your investment plan…