Category Archives: Financial Category

Outsourcing Decisions to a Fiduciary ~ “Ask the Pro” Radio Broadcast

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Mutual Fund Selection with A Fiduciary ~ “Ask the Pro” Broadcast

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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

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Bond Investing with a Fiduciary ~ “Ask the Pro” Radio Broadcast

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Fiduciary vs. Other Advisors ~ “Ask the Pro” Radio Broadcast

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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

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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

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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

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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

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