Aug 29, 2016 | DOL Fiduciary Rule, Travis Maus
When I meet with a new client, prior to giving any recommendations regarding their accounts, I first assess where they are and what appears to be going on in their accounts. On one hand, my business benefits from widespread bad investment planning because we are hired...
Aug 26, 2016 | Fred Costantino, JR, Investment Management
When it comes to investing, everyone has an opinion on the best way to go about it. There are the stockbrokers who always seem to have the best ideas but never seem to be able to retire themselves. There are the pundits on TV who are always calling for the next stock...
Aug 25, 2016 | Retirement Plan, Ryan Berkeley, Uncategorized
Just starting a plan? Time for a review? Define your purpose. As a small business owner, the decisions you make on a daily basis are important. Your time is important, as is having access to quick, accurate, concise information. Many things must be accounted for, and...
Aug 13, 2016 | DOL Fiduciary Rule, Travis Maus
The forgotten victims of the DOL Fiduciary Rule fallout are likely to be new financial advisors, older advisors reaching succession age, and advisors with small commission-oriented practices. This group of professionals will likely become a significant cost and...
Aug 11, 2016 | DOL Fiduciary Rule, Travis Maus
A great deal has been written about how financial advisor business models will change as a result of the DOL Fiduciary Rule. It is apparent that the Fiduciary Rule wasn’t written with the intent to match up with current business models. It seems it was actually...
