January 6, 2011Investments What Does ‘Fiduciary’ Mean as it Applies to Financial Advisors? The word fiduciary stems from the Latin root word fīdere, to trust. Applied to financial advisors, the term fiduciary ethos...
February 6, 2010Estate Planning, IRA Opportunity: Convert Traditional IRA to a Roth IRA During 2010 Executive Summary: Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity...
November 23, 2008Financial Affairs, Financial Management Take a Critical Look at Financial Instruments In the face of volatile investment markets, rising medical costs, increased taxes, and uncertain social security benefits, many retirees are...
April 6, 2008Investments, Scam Alerts Caveat Emptor – Stockbroker Fraud Stockbroker Fraud Six months have passed since Betty's husband Joe died. Betty always let Joe handle the money matters. He...
April 4, 2008Investments Investing: Avoiding Long-Term as well as Short-Term Risk When was the last time you talked with an investment professional who didn't promote diversification? Stocks, bonds, cash, real estate,...