The Department of Labor recently implemented important changes to the way advisors can work with investors with retirement assets. Until now insurance agents and commission brokers have been able to sell insurance and investment products that may not be in the best interest of investors. Unfortunately, the changes will not take place for some time.
The first video illustrates our process and its tenets. The first tenet is to run away from conflicts of interest. The second two videos provide some more insight into about why a fiduciary is important. The final video suggests you should be wary of which experts you heed.
Worry-Free Portfolio Management
Worry-Free Portfolio Management(TM) is an honest approach to attacking the #1 fear elders face on their death bed which is: "I wish I hadn't spent so much of my life worrying." It is based on making reasonable choices based on the odds instead of avoiding risk by buying insurance. Insurance does not avoid risk.
Fiduciary? What is the Big Deal?
With recent changes in the rules for governing advice of retirement accounts, many investors and professionals are asking what is the big deal about a fiduciary.
What Experts can you Trust?
Most investors realize they need advice on investments and important life choices like when to retire. Depending on which "expert" you ask, you are likely to get a much different answer.
