Posts Tagged: Fiduciary

Trump, the Markets, and the F-Word*

crystal ball in hand
*that would be “fiduciary” Over the last several weeks, professional financial planners like us have been fielding calls from clients who are asking the kinds of questions we dread hearing: The Dow has reached (and then fallen back below; and then back above) 20,000.  Should I take money ...
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Department of Labor Fiduciary Rule

For months, we watched the development of (and debate about) the pending Department of Labor fiduciary rule with great interest.  With the government finally taking action to provide greater consumer protection for assets in retirement accounts, we are celebrating.  Why celebrate now? At Inspir...
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