Monthly Archives: January 2013

RIA’s Being Set Up

This article confirms how brokers are setting up RIA’s to be able to claim that they are providing fiduciary services not because they are committed to acting as a fiduciary on behalf of their clients, BUT because they feel it is … Continue reading

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The Fiscal Cliff

Keep your parachutes packed.  We didn’t need them on January 1st, but we will probably still need them on March 1st. The Federal estate tax exemption was made permanent at an inflation-adjusted $5 million.  The Department of Revenue has confirmed that this … Continue reading

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