No. 2 of 106 Things We Do For Clients Adopt and implement a fiduciary standard in relation to you, your family, your assets, and your financial future. Simply stated, we look out for you. As a fiduciary financial advisory firm, we are your educated financial advocate....
Watch this video on YouTube The recent presidential election was the most contentious and polarizing in modern history. In the past it hasn’t been unusual to hear people say, “If _________ is elected I am leaving the country,” but I’ve rarely seen...
What do fee-only financial planners really do for clients? In listing answers to that question, we came up with 106 specific things. Here is the first one. 1. We care more about you and your money than anyone who doesn’t share your last name. No other...
Watch this video on YouTube Not long ago, one of Americans’ top fears was public speaking. Apparently Toastmasters is working; this fear didn’t even make this year’s Top 10 list. Chapman University recently completed its third Survey of American...
Watch this video on YouTube One of the most important ways to find competent and trustworthy investment advisers is to be sure they owe you a fiduciary duty. This means the advisers’ legal and ethical responsibility is to act in your best interests, not their...
