We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
Portfolio Update: Murs and I have recorded our portfolio update for October 10, 2022
This Weeks Podcast – Why You Should Use a Fiduciary
Should you work with a fiduciary, and what does it mean to be a fiduciary? A financial advisor working under the fiduciary premise is bound by certifications and licenses to make transactions in the client’s best interest.
This Weeks Blog -Should You Choose a Fiduciary Financial Advisor?
Volatility and inflation are major concerns for anyone who has their money in the market. One thing that keeps popping up when we talk to clients is, “are you a fiduciary?” If you don’t know what a fiduciary is or why you should use one, we’re going to explain everything in this blog.