fbpx

Month: June 2017

106 Things We Do For Clients, No. 31

No. 31 of 106 Things We Do For Clients Guide you through difficult periods in the stock market by sharing historical perspective. Repeatedly, research shows that the greatest value of an investment advisor is helping clients keep their portfolios fully invested in...

Retirement Planning and Retirement Preparation

Watch this video on YouTube Retirement planning is one of the issues that commonly leads clients to consult financial advisers. One of its essential aspects is creating a plan to save and invest in order to provide a comfortable retirement income. Ideally, this starts...
CFP Wants to Extend Fiduciary Duty

CFP Wants to Extend Fiduciary Duty

CFP WANTS TO EXTEND FIDUCIARY DUTY June 21, 2017 |  Alex Padalka The CFP Board is seeking comment on proposed changes to its standards, among which is the expansion of the fiduciary duty to cover all financial advice by professionals holding the CFP designation,...

106 Things We Do For Clients, No. 30

No. 30 of 106 Things We Do For Clients Review and revise portfolios as conditions change. Smart investing is never a “set it and forget it” proposition. While “buy and hold” is overall a good strategy as opposed to “timing the...
The Risks of Extending Fiduciary Duty

The Risks of Extending Fiduciary Duty

CFP BOARD’S PROPOSAL TO EXPAND FIDUCIARY DUTY DRAWS PRAISE, CARRIES RISKS Some question whether brokers will drop the CFP mark or if the CFP Board will strictly enforce its new standard. June 20, 2017 |  Mark Schoeff Jr. A proposal to extend fiduciary duty to all...