Blog
What Protects Investors More Than The Fiduciary
BY Pam Krueger
June 09, 2017 - 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
May 09, 2017 - 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
March 31, 2017 - 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
March 05, 2017 - 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, CFP®
January 28, 2017 - Amid today’s increased market volatility, economic uncertainty and geopolitical unrest, it is wise to know how to react when your investment plan…
Don't Panic If This Happens
BY Michael Zhuang
January 22, 2017 - Since the election, the US stock market has been breaking new highs, encouraged by the prospect of lower taxes and higher growth. However I…