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

Keeping your Personal Finances in Shape

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like.

Hindsight is 20/20. Foresight Isn't.

The year 2019 served up many examples of the unpredictability of markets.

Life Insurance Options

When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the children ended up paying the cost of the funeral, and John, currently on a fixed income, is left contemplating whether he can afford to stay in the home they had lived in for over 25 years. 

Social Security Facts for 2019

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.

Why Financial Literacy is Important

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget.

How to Protect Your Identity

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

What to Do Before You Buy A Home

One of the biggest decisions you will make in your life is buying a home. While home ownership is not for everyone, home ownership remains a goal for many.

Recent Market Volatility

Why Should I Think About Retirement Planning?

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

AICPA Highlights 6 Recent Personal Finance Trends

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

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 2020 AdvisorWebsites.com. All rights reserved