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Tuesday, October 3, 2017

Just a friendly to reminder for you to notify our office as soon as you know of a pending address change. Due to recent financial reforms, specifically SEC Rule 17Ad-17, brokerage firms and mutual fund agents have strict procedures to...

 

Thursday, June 15, 2017

You may be reading or hearing about the Department of Labor Fiduciary Rule, a new regulation regarding retirement accounts, both employer-sponsored and individual retirement accounts (IRA), which became effective June 9...

 

Friday, October 28, 2016

The Secret Shame of Middle-Class Americans In the above article from the Atlantic, author Neal Gabler discusses the trials and tribulations the average American goes through when dealing with money. He cites numerous studies throughout...