Is Your Investment Manager Acting in Your Best Interests?

As an investor, how can you be sure that your investment manager is providing you the best advice in terms of how your assets are invested? Is this something you ever think about? It should be. The difference is significant. Basically, there are two standards of care. One is the “Suitability Standard” and the other [...]

Self Investing: The Many Reasons Not To

These days there is an ever-increasing list of resources for investors seeking advice, including Financial Advisors or Brokers, Wealth Managers, and Estate and Financial Planners.  However, there remain a large number of investors who feel that, for a variety of reasons, self management of their investment portfolio makes sense for them.  This includes a [...]