ABCs, Uncategorized

It’s Time to Find Out If Your Advisor Is a Fiduciary

Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in many different ways. Two came to us based on a referral from someone working with us already. Another sold a business after 30 years, and now needs to consider what’s next in… Continue reading It’s Time to Find Out If Your Advisor Is a Fiduciary

Uncategorized

Alert: Read the Fine Print!

Alert: Read the Fine Print! As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors solicit us all the time, asking us to consider recommending their products. We’ve had a huge uptick in solicitations over the last couple months, and I think I know why. As of April… Continue reading Alert: Read the Fine Print!