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.

Investing

The Power of Charitable Remainder Trusts

Do well by doing good

Avoiding Retirement Woes

How to Avoid Retirement Woes

Is Your Investment a Gamble?

Remember Beanie Babies?  In the late 1990s, Beanie Baby mania swept the country, with amateur collectors searching frantically at every card shop and kids store to find the latest beanie. Many turned to online stores and eBay, looking for the Beanie Baby that would make them enough money to retire or send their kids to college.

Monthly Markets Memo - April 2019

World Money Small.jpgby Dan Zalipski, CFA 

Equities moved higher over the past month with the U.S. markets leading the charge.  Emerging and developed international markets were not far behind.  The bond markets also rallied marking the second month in a row that both equities and bonds have moved higher. 

Fear - Understand It to Overcome It (Podcast)

By Byron Moore, posted April 17, 2019

The following segment first aired on KEDM 90.3.

We all have things that we are afraid of. If we allow, it's easy for fear to dictate our lives. On this week's episode of Wisdom on Wealth, I discuss how to deal with and triumph over your fear.

Click above to play/pause audio.

 

The Masters

Tiger Woods roared to life by winning the 2019 Masters – his fifth green jacket.  He last won at Augusta in 2005 and it’s his first major win in 11 years. Athletically, his win marks one of the greatest comebacks in all of sports.

Getting My Hands Dirty

By Paul Morrone CFP®, CPA/PFS, MSA

After reading my father’s article a couple of weeks ago, it made me realize what little experience I have working on cars. It’s no secret I love to drive them, but actually getting out a wrench and working on a car myself is an entirely different ballgame. I have many reservations about working on my own car, fear of breaking an expensive part, fear of not having the right tools, fear of not knowing what to do, and fear of having to have the car towed to the shop because I screwed something up (which will inevitably cost an arm and a leg). And if I’m being honest, I never really want to devote the time to it when I could be out and about doing something which I deemed to be more fun. As time goes on, however, I’m becoming increasingly more curious about what I’m capable of and have started dipping my toes in to the world of automotive maintenance.

Avoiding Retirement Woes

How to Avoid Retirement Woes

Credit Cards versus Debit Cards

Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used, unlike a credit card, which will pay for the purchase and later add the amount of the transaction to your monthly statement.

But are there any other differences between the two?

How Training for a Marathon is like Managing Your Finances: Lesson 12

By Gary Silverman, CFP®

My attempt at a marathon had started. I was blessed by the absence of rain. Temperatures were cold, but I was dressed appropriately for it. My top layer was a windbreaker that also acted like a thermostat—I could raise and lower the zipper to cool down or warm up as conditions warranted.

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

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