The DOL Fiduciary Rule: What does it mean for you?
Some of you have probably heard of the Department of Labor’s (DOL) Fiduciary Rule. What is it? What does it mean? A fiduciary is any investment professional who is required…
Investments
Tulip Mania!
I was over my parents a few weekends ago; while I was in the basement, I stumbled across an old book that I read when I first started in the…
Wealth Management for the “Real World”
When I work with clients, whether new clients or existing ones, I often say there is wealth and investment management for the classroom and wealth and investment management for the…
Transparency is Essential!
Transparency is an essential factor for developing a successful relationship with a wealth advisor and a proper investment strategy, and it is what I pride my practice on. In actuality,…