Tag: Fiduciary

Bucks, bacon, dough, moolah, cabbage, cheddar, Benjamins, whatever you call it, money makes the world go round. With so many words used for the same thing, it’s not surprising that sometimes we hear financial terms but feel lost on the concept. Financial Literacy Month is the perfect time for a refresher.   COMPOUND INTEREST Think […]Continue reading

0

As we head into the end of 2020, you may notice a change in the way investment plans are presented to you by your financial advisor. The SEC implemented a new ruling called Regulation Best Interest (REG BI) that is aimed at providing better clarity and transparency when it comes to investments that your advisor […]Continue reading

0