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 Multi-Hat Advisor Trick

We try hard to make a habit of writing our own blog material, yet a fellow fee-only planner from North Carolina, Karen Keatley, wrote a great piece that we would like to share. She talks about a major issue in our industry of customers getting confused between 'fee-only' and 'fee-based' advisors.

Good Advice

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment tools, you may wonder whether you stil

Is There a 'Safe' Withdraw Rate?

No. We don’t use the safe withdrawal rate. I do apply it as a reasonability check to your tailor made retirement solution, but it is not a point of our discussion.

 

What is Happening in the Market? The Media Does Not Have the Answer

As the popular media scrambles to explain the unexplainable – what is going on in the markets at the moment and how long it’s going to last – we thought we’d share a headline of our own:

“The stock market is a giant distraction
to the business of investing.”

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

You, Your Financial Well-Being and the Federal Reserve

Since December 2008, the U.S. Federal Reserve (the Fed) has held the federal funds rate at zero percent, seeking to bolster an ailing economy in the aftermath of the Great Recession. Economists agree that the position is unusual, and highly unlikely to go on forever – drastic times called for drastic measures. Then again, they’ve been agreeing on that for seven years.

A Meaningful Message For Thanksgiving (2015)

Subject: A Thanksgiving Ode to the Turkey

How Do We Choose the Funds We Use?

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing how we select the funds we typically employ.

Valuations Are Irrelevant to Stock Returns Over One-Year Time Frames

Larry Swedroe unpacks a new paper that looks at tactical strategies based on price-earnings ratios. The conclusion will not shock regular readers of this sort of research: Over longer holding periods, the valuation you start with matters for forward returns.

But one-year future returns have no link with current valuations at all.

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

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

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