April is Financial Literacy Month, a perfect time to answer your questions about the murky world of “Alternative Investments.” These vehicles fall outside of the more commonly utilized individual stocks, bonds, mutual and exchange-traded funds. In general, they are used by large institutions, like pension funds, endowments, foundations and wealthy (“accredited”) individuals.
Read MoreIt’s time to drop an F-Bomb: let’s talk FIDUCIARY! The big news this spring is that the Certified Financial Planner Board of Standards, Inc. has announced a change to its Code of Ethics and Standards of Conduct. Starting October 1, 2019, CFP® professionals must act in the best interest of the client at all times when providing financial advice. This is the so-called fiduciary standard, which has been in the news ever since the Department of Labor (“DOL”) created its own rule in 2016.
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