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

Forecasting

The S&P 500 Index closed at new record highs on Tuesday, August 18, 2020 and is now up around 5% for the year. Even with the economy re-opening, I don’t think many believed that the market would recover this quickly, only five months from the market low.

Charitable Giving: How Your Gift Gives Back in Tax Deductions

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task.

Retirement Success

Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no doubt an unnerving transition. 

What are the Benefits of Saving Early?

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional men and women is often to want to spend instead of saving, and it might be time that changed.

Investment Tips for All Seasons

Intro

If you’ve been investing in stocks or bonds for several years, you may feel like you’re beginning to get a hang of this precarious trade. At this point, you may be making plans to diversify your portfolio or research a more complex investment strategy. But in reality, you should be using this time to get back to the basics.

Market Corrections and When to Buy

In mid-October of 2008, Warren Buffett said “Buy American. I am.” in the midst of the worst financial crisis since the Great Depression.

Tips for Safely Investing During the COVID-19 Pandemic

Intro

There’s no hiding from it now – we’re in a bear market caused by the COVID-19 pandemic. The stock market has dropped significantly since is February 2020 peaks and it doesn’t show signs of rebounding until folks can go back to their jobs safely. But as either a part-time or full time investor, your work still continues from home.

3 Investment Extremes to Avoid in Any Market

It can be tempting to have extreme thoughts when it comes to investing. After all, public markets can increase or decrease by as much as several percentage points per day! Yet, be sure to keep calm and follow your financial plan.

Oil Prices Turn Negative

When we thought things couldn’t get any more upside down, the oil markets went negative on Monday, meaning prices fell so much that sellers would have to pay buyers to take oil off their hands.

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1 Source: http://www.merriam-webster.com/dictionary/fiduciary

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