Do These Jeans Make Me Look Fat?
A salesperson has an interest in selling you clothes. A close friend’s only real interest is what’s best for you.
Category: Educational Roots
An educational insight on the world economy, performance and markets from the CIO of Black Cypress Capital, Alan Hartley
What’s Going on with the Fiduciary Rule?
The relationship between investment advisers and investor ought to be one of trust, and the fiduciary duties promote this trust.
Why So Many Rules and Regulations?
Investment advice is a complex, highly-regulated industry. Many of those in the industry, particularly brokers, complain about over-regulation and long…
Out With the Old, In With the New: What Changed in the Fiduciary Rule and Why
The rules have changed, but our service to clients has not.
Advisers Take Note: The Fiduciary Rule Puts Rollovers Under a Microscope
The Fiduciary Rule and its new requirements are complex, and the path to compliance is not always clear.
Plan Your Estate or the Government Will
If you don’t make an estate plan to distribute your assets and determine custody of children, the state will do it for you.
Man vs. Machine: Why Human Advisers are Better than Robo-Advice
Human investment advisers relate to investors in ways that robo-advisers never will.