Fiduciary Standard

The 'Disgusting' Financial Practice Tony Robbins Wants You to Watch Out For

It sounds simple enough: Make an investment adviser put the interests of his or her clients ahead of his own.  But the rollout of the so-called fiduciary rule, approved by the Department of Labor during the Obama administration, continues to be delayed, as it faces fierce opposition from the financial industry.  For author and business strategist Tony Robbins, this lack of regulation around investment advice can be “disgusting.”

Learn more about this disgusting financial practice by clicking the link below.

What Is the Value of Hiring a Fiduciary Financial Advisor?

Advisors are worth up to four times the 1% fee they typically charge on assets under management, according to Russell Investments’ annual study on the value of a financial advisor.  In the past four years of this study, we have concluded that the value an advisor delivers to their clients materially exceeds the 1% fee they typically charge for their services.  

The way to improve your fiscal behavior, is to work with a qualified fiduciary financial planner.  With improved fiscal behavior an investor is less likely to make the types of mistakes many people make that can sabotage their financial success.  The real value in working with a fiduciary financial life planner goes well beyond investment returns.  Juggling all your financial puzzle pieces can be stressful and time consuming. Having a trusted Financial Planner to help you with all of this can be a huge weight off your shoulders.  

In 2017, we assess the value of an advisor to be approximately 4.04%.  Click below to learn why.  

The Supreme Court Just Made A Ruling that Could Boost Your 401(k)

On Monday, The Supreme Court of the United States ruled that workers can sue their employers over high fees in their 401(k) plan offerings.