CFP® Pro Tip of the Week - August 25, 2017
Mark Talercioadvice, Betterment, Career, cash, CFP, debt, Fidelity, Fiduciary, finance, invest, investing, IRA, JillSchlesinger, Money, mortgage, network, networking, podcast, Refinance, retire, Retirement, roth, Schlesinger, Vanguard, wallst, wallstreet, Wealthfront, WSJ
DOL Fiduciary: Fin Services Fights Customer-First
BlogMark TalercioBetterment, DOL Fiduciary, Fiduciary, FinTech, Rebalance-IRA, Robo Advisor, roboadvisor, Suitability, Suitability vs Fiduciary, Wealthfront
Should You Use a Robo Advisor?
BlogMark TalercioBetterment, CFP, CPA PFS, Fiduciary, Financial Advice, FPA, NAPFA, Robo Advisor, Robo Advisors, Wealthfront
Advice for Small Investors
