FVIM's Insights

News and information about preserving your life savings

Good Financial Advice

Fiduciary Financial Advice
In today's climate of one-page financial plans, bargain-basement fund pricing, and automated investment management tools, you may wonder whether you still need a living, breathing financial advisor. You do. But with a twist. Are you thinking about advice that's focused on how to make a killing on hot buy/sell recommendations? If so, you are correct...
Continue reading
  146 Hits
146 Hits

5 Questions for Your Financial Advisor

With our last post ( How to Avoid "Indecision Prison" With Your Retirement Investments ) we discussed "indecision prison" and consequences investors encounter with their retirement savings. Many face a similar dilemma when deciding which advisor should manage their retirement resources. You may find yourself in the middle of this dilemma right now....
Continue reading
  864 Hits
864 Hits

Thankful Thinking

Just as it's best to engage in year-round tax planning instead of waiting for April Fool's Day, we'd probably all be better off if we maintained a continuous "attitude of gratitude." Still, it doesn't hurt to have at least one day of the year officially dedicated to being thankful, to remind us of what we should be practicing all the time. Better l...
Continue reading
  1215 Hits
1215 Hits

Fiduciary Musings

It’s about time our regulatory agencies started taking my advice. For years, I’ve been beating a steady drumbeat about why investors should insist on fiduciary standards of care from their financial advisors, so I was heartened by the recent Department of Labor (DOL) fiduciary rule , which has at least pounded a few more nails into the coffin of conflicted advice. Could it be that Labor Secretary Thomas Perez has been reading my blog? Okay, probably not, but it makes for a nice musing. With the DOL ruling, anyone offering you advice about your retirement assets should be doing so with...
Continue reading
  2043 Hits
Tags:
2043 Hits