Financial Advisors

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,

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

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.