3 Reasons Why Your Financial Advisor is Too Old

3 Reasons Why Your Financial Advisor is Too Old

Suitability vs Fiduciary In my previous post about the DoL ruling, I mentioned that as of this year your financial advisor is required to act as a fiduciary with regard to retirement accounts. Before the DOL ruling, financial advisors just needed to determine if an investment was suitable for a client. What does that tell […]

How to Think About Annuities

How to Think About Annuities

A quick Google search of “Annuity Strategy” will yield almost 1 million results. It is not difficult to find someone to dole out annuity advice. The first thing anyone shopping for annuities should know is that an annuity is an insurance product. People don’t think that they will become extremely wealthy off of their home […]

What the Heck is a Hedge?

The word hedge has started to develope a poor reputation in recent years. A hedge fund is a company of corrupt overpaid Wall Street suits like Martin Shkreli… according to some people. People also use the term “Hedging my bet.” What I have found is that many people don’t understand the meaning of hedge, but […]