When you start looking for someone to help you handle your finances, you’ll often see that many financial professionals refer to themself as a “financial advisor.” Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. If you find an advisor who is able to call themselves a "fiduciary," this is a great start. They have legal obligations to uphold their clients best interest and we will explain what exactly a fiduciary is on today's show.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
The New Rules For A Post-Pandemic Retirement
Finding The Right Fiduciary
Why Long Term Investing Is Crucial In Difficult Times
Don't Let Emotions Take Control In A Down Market
Creating A Retirement Plan
The Importance Of Liquidity Risk
Coronavirus Update
Rollover IRAs
Inflation Risk
Sequential & Liquidity Risk
Risk Tolerance
End Of Life Preparation
Children And Money
The SECURE Act Passed - Now What?
Financial Procrastination
Emotional Investing
Structuring A Retirement Plan
Investment Vehicles
Millennials & Money
Medicare & Medicaid
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