Below you'll find a list of all posts that have been tagged as “financial advisor”
There has been a lot of talk surrounding the Department of Labor’s new fiduciary rules. The gist of the whole thing is the fact that financial advisors will have to act as fiduciaries, meaning that they have to put their client’s interests first before their own. Wait a minute. Isn’t that a financial professional is supposed to be doing? This …
“You are worse than the Dentist.” It’s tax time. According to some of my clients-one of the worst days of the year. Most of my clients are patriotic Americans, but they don’t want to pay more taxes than they have to. Over the years I have noticed most of my clients initially focus on deductions. Should I buy a house …
