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...
test-standard
test-standard
test-standard
test-standard
test-standard
February 6, 2010
Estate Planning, IRA
Estate 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, 2008
Financial Affairs, Financial Management
Financial 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, 2008
Investments, Scam Alerts
Investments, 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, 2008
Investments
Investments
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,...