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…
What it Feels Like to be a Client
Financial Planning for the “Real World”
When I work with clients, whether new or existing, I often distinguish between financial planning and investment management for the classroom and for the “real world.” I always show 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,…