financial services

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Fiduciary or Suitability? SecureFamily or not so Secure?

I have recently seen a spate of advertisements from “Securefamily.org.” that attempts to discredit the work being done on pending fiduciary rules and regulations. Since […]

A Ridiculous Loyalty to American’s Mutual Funds

Well folks it appears the time to punctuate this ridiculous market with even more ridiculous active manager stories is upon us. In an Investment News […]

By |August 17th, 2015|Categories: Products|Tags: , , , |0 Comments

What Your Financial Advisor Should Be Doing For You

The age of consumerism has passed over the financial services industry.  This means average investors who buy mutual funds, insurance policies, annuities and other types […]

5 Things You Do Not Know About Financial Advisors

Investors should hold their financial advisors in high esteem, the same way people hold their doctors in high esteem. One is responsible for financial well-being, […]

Does Your Financial Advisor Owe You Money? – Breaches of Care

In my previous post, I discussed the applicable standard of care that financial advisors owe their clients. In this post, we will discuss some of […]

Does Your Financial Advisor Owe You Money? – Standards of Care

Determining whether your financial advisor owes you money is a two step process. The first step is to determine what standard of care your advisor […]