03 Feb 2017

Posted at 12:31h in The Friday Brief by
Today Mr. Trump signed an order that will dismantle or reduce a Labor Department rule introduced a year ago that holds brokers and insurance agents who work with retirement savings to a higher standard, known as the fiduciary standard. It requires financial professionals to work in the best interests of their clients, avoiding as many conflicts as possible and to clearly disclose any conflicts that do exist.

13 Nov 2015

Posted at 13:54h in The Friday Brief by

I took a good look at my to do list yesterday. You know the list we add things to and instantly feel we've accomplished a big part of the task merely by writing it down? My list contains things like cleaning the gutters, fixing a crack in...