We’re Still a Fiduciary

The financial world seems to have its own language. From “amortization” to “insolvency,” reading a financial news article or blog post can make your head spin. One term that is thrown around alot these days is “fiduciary.” Do you know what it means? More importantly, do you know what it means for your money?

What is a Fiduciary?

A fiduciary is similar to a trustee. An advisor who serves as a fiduciary accepts a responsibility to put their client’s interests first and foremost in all decisions. A fiduciary is supposed to avoid conflicts of interest and remain unbiased in their recommendations and advice. Additionally, all fees should be clear and discussed upfront. This gives you confidence that your hard-earned money is in good hands.

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Three Unexpected Reasons Your Retirement Plan Could Fail

Did you know that the fear of running out of money is number nine on the list of America’s top fears? (1) And fear of failure is number one on the list of fears that hold you back from success. (2)  How do these two facts relate? Financial failure is a very real possibility in life, but no matter what it is you are putting your hand to, there are things you can do that will reduce the risk and help you achieve your goals.

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Has Your Financial Advisor Misled You?

Do you know what drives your investment returns? If you’re like most people, the first thing that comes to mind is probably market performance. It’s not surprising that this is the popular thought since many advisors consistently mislead their clients by telling them that the performance of their investments is the key factor in a successful retirement strategy.  

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Does Someone You Know Need a Financial Second Opinion?


Whether you’re an investment novice or a daily Market Watch reader, we all know the markets have been especially volatile and confusing these last few years. As a result, even the most patient of investors may start to question the strength of their investment plan.

Beyond economic changes, personal life changes can also alter their financial priorities. They may wish to explore different financial strategies to double check that their current plan still makes the most sense for them.

Does this sound like the situation of someone you know? If so, a financial second opinion could make the world of difference.

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