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Topics of Interest
The Importance of Being Fiduciary
Forty-eight percent of consumers say they do not trust financial advisers.
That figure comes from a 2005 report by the Securities and Exchange Commission, which revealed that consumers feel mislead and confused when it comes to navigating the financial forest of brokers, advisers and investors. The SEC wants to remedy this condition, and to this end has mounted a campaign to better define these three groups. Since last year, the commission has required brokers who act as advisers to publish a disclaimer which states, among other things, "Our interests may not always be the same as yours…."
Read article from Vancouver Business Journal
Your Investments: Who Can You Trust?
Investors today find themselves in greater control of their financial future than ever before. For assistance, they often seek the guidance of a financial advisor. Hidden fees, mysterious commission arrangements, and inherent conflicts of interest leave investors wondering if their advisor can be trusted. The lack of transparency behind the advisor’s actions is an obstacle for an investor trying to achieve his or her financial goals. This white paper will clarify various relationships available to investors today. This paper supports the position that working with a fee-only investment advisor can eliminate conflicts of interest and lead to a successful investment experience.
Social Security: What to Look For
Social Security will likely play a role for most everyone. With people living longer and in more control of their financial future, the decision on when to begin collecting benefits is more important than ever before. This paper will act as a guide to assist with this decision.