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Category Archives: Financial Category
Outsourcing Decisions to a Fiduciary ~ “Ask the Pro” Radio Broadcast
Posted in Financial Category
Tagged 401(k), best interest, compensation, fiduciary, financial advisor, Investments, legal obligation, portfolio
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The “New” Ascelepius Group
On August 11 and 12 I had the pleasure of meeting in Chicago with about a dozen NAPFA colleagues from all around the Country who have a significant portion of their practice dedicated to serving the financial advising needs of … Continue reading
Fiduciaries vs. Used Car Salesman
Fiduciaries Look Out for Your Best Interest When someone mentions a used car salesman, what comes to mind? A short, fat guy in a cheap, plaid suit, smoking a cigar with a strong New Jersey accent, right? Oh, and don’t … Continue reading
Posted in Financial Category, Life Category
Tagged best interest, brokers, commission, fiduciary, Investments
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Warning: Your investments may not be in your best interest
How do you know? Well, what you are advised to buy largely influenced by how much compensation your financial advisor or his or her firm makes on the products being sold to you. Dealing with investments and insurance products can … Continue reading
Posted in Financial Category, General, Life Category
Tagged asset management, brokerage license, brokers, commissions, compensation, conflict of interest, dual-registered investment professionals, estate planners, fee only, fee-based, fiduciaries, financial advisor, financial planners, hidden fees, incentive, investment portfolio, investment professionals, Investments, long-term costs, professional fees, trail compensation, train compensation, transaction costs
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How Important is it that My Financial Professional have a Fiduciary Responsibility to Put My Interests First?
FI • DU • CI • AR • Y Definition: A person legally appointed and authorized to hold assets in trust for another person. The fiduciary manages the assets for the benefit of the other person, rather than for his … Continue reading
9 Ways To Teach Your Teenagers About Money
9 Ways to Teach Your Teenagers About Money Money Smart Week of Wausau happened this week of April 20th – April 27th and we thought this would be a great article for the message we, as a wealth management firm … Continue reading
Posted in Financial Category, General, Life Category
Tagged allowance, budget, budgeting, checking account, chores, college financing, debit card, direct deposit, finances, financial contributions, financial expectations, financial life, financial literacy, get smart coalition wausau, identity theft, michele lerner, money management, money smart week, monthly budget, overdraft protection programs, retirement expectations, saving money, savings account, smart money choices, spending limit, technology influenced games, teenagers, the daily finance, thrift stores, wausau, wealth management, wi
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When is a Fiduciary Not Really a “Fiduciary”?
When is a Fiduciary Not Really a Fiduciary? It is often difficult to distinguish the services of one financial “advisor” from another. The cynical among us would suggest that this is the result of calculated efforts to confuse the public mind … Continue reading
