Tag Archives: Best Interest

What is the Difference Between a Stockbroker and a Registered Investment Advisor?

Many people wonder, "What is the difference between a stockbroker and a registered investment advisor?"  In the financial world today, there are basically two types of advice available to investors, brokerage accounts and advisory accounts.  Unfortunately, most investors don't know the difference between these two kinds of advice. ...
Read more

SEC Wants To Hold Broker-Dealers To Fiduciary Standard

The SEC wants broker-dealers to be held to the same fiduciary standard as investment advisors.

Read more

Is An Equity Indexed Annuity Right For Me?

New breeds of fixed annuities have become very popular with investors, especially in these volatile markets.

Read more

Like a GPS

garminHaving a personal financial plan is the equivalent to having a GPS in my car.  When I get ready to go some place that I have never been before, I really don't worry much about getting lost or being late.  I know that all I need...
Read more