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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Planning for the New Normal Retirement

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure through their life expectancy which was about 69. Many retirees of that era were able to coast into retirement with a cushy pension plan.

Understanding Your True Risk Tolerance is Vital to Portfolio Performance

As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, fluctuating home values, diminished retirement savings accounts, and economic struggles has taken a severe toll on the American psyche. For many investors, it may have forever altered the way in which risk is perceived and managed.

The Evidence on the Evidence: How Do You Know What (and Whom) to Heed?

There’s a reason we refer to our strategy for building durable, long-term wealth as evidence-based investing. There are a number of other terms we could use instead: Structured (getting warm), low-cost (definitely), passive (sometimes), smart beta (maybe), indexing (close, but) … the list goes on.

Is a Fixed annuity Right For You?

One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and objectives that must match those of the investor, and fixed annuities are no different.

Investors' 10 Most Common Behaviorial Biases

Barry Ritholz (of The Big Picture and a Sunday Business columnist at The Washington Post) recently contributed Investors’ 10 most common mistakes to The Washington Post Business Section quarter

Doing Due Diligence on Your Financial Advisor Part II: First There Is Fiduciary

In the medical profession, physicians practice according to a familiar standard: “First do no harm.” There should be a similar level of commitment for anyone who wants to advise you about your financial well-being, right? Unfortunately, wrong.

Life Insurance Advantages

The purchase of a life insurance policy will never make most peoples’ top ten list of favorite things to do. After all, there is a lot not to like in the whole process of buying life insurance. With hundreds of products from which to choose, it can be confusing. Insurance contracts can be complex and mind numbing. Some insurance agents can be annoying.

Research in Focus: Dimensional's Flexible Trading Approach

In this Dimensional video, Dave Twardowski, PhD, examines the pricing advantage that investors can get from Dimensional’s patient and flexible approach to trading.

Worst Investment Strategy Ever

Sarcasm <GO>

Do you make bad decisions when your portfolio goes down? What if there was a way to automate the decision so that your emotions wouldn’t get in the way. Good news, I found a way!

Retirement Income Planning Requires Realistic Spending Assumptions

If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule, the one that suggests that retirees will need between 70 and 80% of their pre-retirement income in order to maintain their standard of living.

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

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