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.

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Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.

A Questionable Timing Strategy

My Thoughts on Buy, Hold and Sell by Ken Moraif

Evidence-Based Investment Insights: Factors That Figure in Your Evidence-Based Portfolio

Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: Factors That Figure in Your Evidence-Based Portfolio.

Benchmarking Mutual Funds: Are You Missing the Mark?

As the stock market resurgence continues, investors are reawakening to the performance benchmarks of their mutual funds to see if their fund choices are drawing every ounce of gains that have been produced over the last couple of years.

Doing the Due Diligence on Your Advisor Part 1: How Do You Know?

It’s time to address a challenging subject: In selecting or retaining a financial advisor, how do you know if you’re making a wise choice?

The Keys to Building Wealth

For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure 401k plans and home equity values, now feel unprepared for retirement. The lessons learned from the financial crisis is that wealth can be fleeting.

Evidence-Based Investment Insights: The Essence of Evidence-Based Investing

Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: The Essence of Evidence-Based Investing.

Finding Right-Fitting Advice

The first hurdle to overcome when selecting an advisor is to ensure his or her advice is of the highest, fiduciary standard.  The difference between fiduciary vs. suitable advice is central to finding superior advice: 

Merely suitable advice does not have to be the best advice for you;

Are Advisory Fees Tax Deductible?

It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”

2014 Year-in-Review: Patience Pays Off

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

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