Fiduciary vs. Suitability

Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional. This is because financial planners operating under the fiduciary standard are required to put the client’s interest ahead of his…

Fund Performance Linked to Management Ownership

When researching mutual funds to invest client funds, we evaluate numerous aspects including (just to name a few): corporate culture manager experience compensation research philosophy expenses management ownership Naturally, one of our primary concerns is that fund managers have their interests…

Weak Dollar: Good or Bad?

Weak Dollar: Good or bad?

Given current economic conditions, is a weak dollar a good or a bad thing? There are strong opinions on this matter from both sides of the issue.  Paul Krugman, an economics professor at Princeton and a columnist for The NY…

Elderly Fraud

Avoiding Elderly Fraud

Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to avoid these scams in the future. One of our partners,…

The Post-Great Recession Economy

The CFP® board requires financial planners to attain a significant amount of continuing education to keep their designations current. This week, Allison and Chad attended the FPA of the Triangle’s 2009 Annual Symposium. One of the presentations by fellow FPA…

Chad Smith

Chad Smith Quoted in Wall Street Journal

Chad Smith, CFP® was recently quoted in the Wall Street Journal. With the influx of social media, we are finding more opportunities to share the unique and special ways we are growing. While we enjoy the national attention, we are…

Men or Women More Risky

Risky Business

New research has found that men are more likely to take larger risks in their financial decision making than women.

Buyer Beware vs. Fiduciary Duty

There are two primary types of client relationships in the world of financial advice. The sales model represented by brokers and insurance agents versus the fiduciary model represented by Registered Investment Advisors.

The inherent problems and conflicts of interest with the sales model is why we choose to operate exclusively as Registered Investment Advisors.

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories