Monthly Archives: January 2014

Fiduciary Duty Updates

A couple months ago, we wrote a blog post  discussing the potential changes in the Fiduciary Standard and how it could affect the way brokers make investment suggestions to their clients. As a fee only advisor, this proposed legislation cuts … Continue reading

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Starting the Year Off Right

Hi everyone…Charlie McCullough here.  In case we haven’t met, take a look at the blog post I wrote last week (link to blog post). For those of us who have been formally introduced, I have a question for you. How … Continue reading

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Introducing Charlie McCullough!

In the last week or so, there has been a lot of hype surrounding my affiliation with the Financial Fiduciaries Team. I have to say that I am not used to this kind of grandeur and attention. But with that … Continue reading

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