I’ve been plotting a few new services for some time, and I’m excited to announce the official launch…
I was recently interviewed by Matt Becker for The Simple Dollar in a piece about the security of your investment accounts. It's an ever-changing landscape, but some of the best in the industry are institutions like Charles Schwab and TD Ameritrade. They continually offer training to keep their independent advisor network up to speed. Check out the piece here.
I've always hated the word fiduciary for being too much of a mouthful, but it comes up so much in the media now that I can't avoid using it. Even Tony Robbins embraced the idea and joined with an independent, fiduciary advisor to take over the world. They may actually do it.
Until then, some brief comments on what it means.