Monthly Archives: July 2017


Do You Have a Personal Investment Advisor and CFO?

In the news, the word “fiduciary” has been thrown around a lot in relation to a financial advisor and his or her duties. However, not all advisors are fiduciaries, and not all advisors adhere to the same rules or responsibilities. When you’re considering working with a financial advisor, it’s important to understand the differences and what type of advisor with whom you’re working. Stockbrokers, insurance agents, and real estate agents acting on the other party's [...]

By | 2017-07-11T01:26:38+00:00 July 11th, 2017|Uncategorized|0 Comments