Author: Austin Lewis

Fiduciaries: Adding Value with Fewer Headaches

Since the DOL’s fiduciary rule went into effect June 9th, the term “fiduciary” has become increasingly ubiquitous in normal conversation. But what exactly is a fiduciary, and how does it reflect the changing culture of financial planning and advisement? Read more…

Is It Time to Break up with Your Broker?

Chances are, you’ve heard of the impending Fiduciary Rule set forth by the Department of Labor. (If not – here is a brief summary). This new rule has started some important conversations on transparency and objectivity in the world of financial advice. It's also driven many Americans to rethink how Read more…

Lessons Investors Can Learn from Their Fantasy Football Teams

The 2016 National Football League season is finally here. Productivity nose-dives while friendly competition increases between friends as nearly 60 million people across the US and Canada begin their first week of fantasy football. Despite the difference in scale, financial markets and fantasy Read more…

Post-College Finances: What Recent Grads Need to Know

It’s that time of year. Universities all over the globe are sending their 2016 graduates out into the “real world. Unfortunately, post-grad life comes with some serious financial struggles. With unprecedented amounts of student loan debt, low wage growth and the new era of needing a subscription Read more…

1

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.