Submitted by Alpha Financial Management on August 21st, 2014
In the aftermath of 2008, a few advisors got sued by clients who felt they should have been recommended a guaranteed annuity instead of being exposed to the ups and downs of the stock and bond markets.
Submitted by Alpha Financial Management on July 16th, 2014
Why not find out where yours stands compared to other 401(k)’s?
If you want to contribute confidently, it would help to know where it ranks, wouldn't it? Or maybe you're undercontributing because you don't know where it stands.
We can evaluate its quality and tell you where it ranks in
Submitted by Alpha Financial Management on July 9th, 2014
Fiduciary to me is an opportunity.
While other types of advisors may see Fiduciary as a liability because of the higher duty of care and responsibility, I view my Fiduciary role to be a clear result of our fee-only advisory practice.