Tag Archives: fee only

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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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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Financial Services Trick or Treat

A Trojan horse.  A wolf in sheep’s clothing.  Whether the former is referring to the Greek military ploy in the Trojan War or a computer virus and whether the latter is rightly linked to biblical passages or wrongly credited to … Continue reading

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Financial Fiduciaries LLC Partners with Thomas Financial Planning

Financial Fiduciaries Partners with Thomas Financial Planning (Wausau, WI) – Financial Fiduciaries, Wausau, Wis., announces its partnership with Thomas Financial Planning, Land O’Lakes, Wis., effective immediately. The two investment firms are fee-only financial fiduciaries and share the common goal of … Continue reading

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