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Monthly Archive for: ‘September, 2016’

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Milestones

I’ve managed to conquer yet another mini-milestone in the form of a birthday.  Looking back, I remember my father hitting various points in life as he aged, and I can state without any doubt whatsoever that I view those happenings much differently today than in years past. Yesterday, my ten-year-old daughter quizzically shouted, “Wow Dad, you’re really old!” “Compared to you I’m ancient, but much younger than Mickey Mouse and Donald Duck.” My wife Marea ignores my...
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Best Interest

This week’s Update continues my ongoing discussion concerning the changing financial services’ landscape due to the new DoL Fiduciary Best Interest rule. As I’ve stated before, beginning in April 2017, financial professionals will have to disclose all fees that accompany certain investment products, such as IRAs and qualified annuities.  Not only must advisors reveal what they charge, but they are also required to explain why the recommendations are in the client’s best interest –...
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