Can I trust my advisor?
Q: I’ve been working with the same financial advisor for the past several years. My performance wasn’t very good last year and this year isn’t looking any better. I know COVID was hard on a lot of us,
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Putting together your financial team
Question: My husband recently passed away and I suddenly find myself dealing with all the financial matters he used to handle. These are things he kept to himself and
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Do I still need a fiduciary?
In last week’s column I wrote about the SEC’s new regulation for investment advisors and broker-dealers called Regulation Best Interest, or Reg BI for short.
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