Monthly Archives: January 2012

New Investor Protection White Paper

With the new year comes the renewed debate for a universal fiduciary standard that would protect the public by requiring that anyone providing investment advice to the public must put the customer’s financial interests ahead of those of the adviser.  … Continue reading

Posted in Investment Portfolios, Investor Protection, Portfolio Construction, Portfolio Planning, Retirement Planning, Wealth Preservation | Tagged , , , , , , , , , , , ,