1 fiduciary

   noun               fi·du·cia·ry             \fə-ˈdü-shə-rē, -ˈdyü-, -shē-ˌer-ē\

  1. one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation.

Blog

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”

—David Booth

Suggestions for Long-Term Financial Health

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

Qualified Charitable Distributions

Taxpayers experienced the effects of the Tax Cuts and Job Act these past few months when it came time to file their tax returns. One of the biggest changes the legislation caused was the doubling of the standard deduction.

How To Fix Your 2019 Tax Bill Now

About two-thirds of Americans paid less income tax in 2018 under the Tax Cuts and Jobs Act of 2017 which went into effect last year. But many taxpayers were unhappy with their recent filing as they received a lower refund than they expected or even owed tax. People often count on their refund in order to fund a vacation, make a big purchase or use it for other purposes.

Planned Giving Goes Further

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

End of Days. Again.

I have to comment on the End of Days December correction before we completely forget that it happened.

Déjà Vu All Over Again

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

Benefits and Risks of Purchasing Investment Property

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but you want to be aware of the risks prior to investing in property. And like any investment, there can be rewards, some quite large.

Top 5 Things 20-Somethings Need to Do

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

It’s Never Too Late to Save

Retirement can sneak up on you.

Syndicate content

All written content on this site is for information purposes only. 
Opinions expressed herein are solely those of Bob Stowe, Principal, Stowe Financial Planning, LLC, and his editorial staff. 
Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.
All information and ideas should be discussed in detail with your individual advisor prior to implementation. 
Fee-only financial planning and investment advisory services are offered through Stowe Financial Planning, LLC, 
a registered investment advisory firm in the states of Texas. 
The presence of this web site on the Internet shall in no direct or indirect way be construed or 
interpreted as a solicitation to sell or offer to sell investment advisory services 
to any residents of any state other than the state of Texas. 
We are legally empowered to provide investment advisory services only to residents of Texas.
Copyright Notice All rights reserved. 
All material contained herein is copyright protected and may not be reproduced
 in any manner without the express written permission of the copyright owner. 
1 Source: http://www.merriam-webster.com/dictionary/fiduciary

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved