News articles to help you and others make better financial decisions. Topics include investor behavior, smart financial choices, investor pitfalls to avoid, inter-generational wealth issues, fiduciary process, and other topics.
Context and perspective to improve behavioral finance patterns and make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.
Given the recent increase in market volatility, we thought you might find the article below to be helpful.
There are two very different standards of care, when it comes to financial professionals: “Fiduciary” (registered investment advisors, regulated by the SEC) and “suitability” (brokers, “self-regulated”). Below is a combination of re-organized Washington Post excerpts that summarize it well: Fiduciaries have a much stricter duty and legal obligation than do those who operate under suitability […]
Insight and observations from The Advisory Group.