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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Evidence-Based Investment Insights: What Drives Market Returns?

       Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: What Drives Market Returns?

Let's Talk Diversification

Let’s talk about diversification at this year-end.

Research in Focus: How Much Do You Need to Save for Retirement?

How much should you be saving for retirement? In this client-ready video, Massi De Santis, PhD, explains that the answer should be customized for each individual, based on how their income grows prior to retirement.

Evidence-Based Investment Insights: Get Along, Little Market

       Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: Get Along, Little Market

Research in Focus: How Much Income Do You Need in Retirement?

How much retirement income is enough?  In this Dimensional Fund Advisors video, Marlena Lee, PhD, explains that the answer should be customized based on each individual's lifestyle and income prior to retirement.

 

Evidence-Based Investment Insights: Managing the Market’s Risky Business

      Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: Managing the Market’s Risky Business.

Fundamentals Series: Asset Allocation – “History Tells Us to…”

        Previously in the Fundamentals Series, we discussed how investors should implement the use of diversification into their investment portfolios rather than attempting to decipher the “winner” funds from the “loser” funds.

Women and Social Security

Some facts from the SSA:

Evidence-Based Investment Insights: The Full Meal of Diversification

Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: The Full-Meal Deal of Diversification

Planning Series: Insurance - "Just another expense?"

       Everyone loves insurance, right? Especially those who pay insurance premiums year after year for no perceived/tangible gain.   Yet in planning, insurance is too often ignored. It is common for clients to groan about purchasing more insurance; they would much rather talk about the client’s investment portfolio or the age they can afford to retire.

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

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