Archive for April, 2017

Do You Really Know Your Advisor?

Luellen Lockwood, MBA, CPA, EA | April 25, 2017 In this age of non-stop information available on the internet, we have become experienced researchers on everything from buying a new car to our next espresso machine.  But, do we take the time to check out every detail on the firm who is going to invest and […]

Posted by Carly Atkins on April 25, 2017

Is Your Advisor a Fiduciary?

Taylor Drake | April 5, 2017 FIDUCIARY || Fə-ˈdü-shē-ˌer-ē With the proposed Department of Labor (DOL) Fiduciary Rule originally scheduled to take effect on April 10th this year, we have received a few inquiries asking (1) if we are fiduciaries, and (2) what the rule means for our clients and the industry as a whole. Let’s […]

Posted by Carly Atkins on April 5, 2017