by taaginc | Jun 8, 2016 | Financial Education, Financial Planning
If you don’t live and breathe financial services like we do, you may have missed the furor over the Department of Labor’s recent fiduciary rule regarding retirement plans and IRA accounts. Before you roll your eyes and move onto something you think is more...
by taaginc | Mar 20, 2012 | Financial Education
There have been several articles of late that have grabbed our attention or garnered significant national press that we thought we would take the time to share this week. Please see a brief intro to each and a link to access below . . . Why I am Leaving Goldman Sachs...
by taaginc | Oct 11, 2010 | Advisors
Peggy Noonan wrote an excellent article in the Wall Street Journal recently framing the coming November elections as a battle between, as she puts it, the enraged and the exhausted. Part of her argument is that much of the growing distaste for our elected officials on...
by taaginc | Jul 5, 2010 | Financial Education
(from Jane Bryant Quinn’s website, janebryantquinn.com, 6/25/2010 – read the article directly here) Senator Tim Johnson socked investors with what might be a knockout punch, during negotiations on the financial reform bill. Investor protection is down for...
by taaginc | Jun 29, 2009 | Advisors
One of the least discussed but most important factors to consider when hiring a financial advisor is whether or not they are a fiduciary. This means the advisor has a legal obligation to put their clients’ interests ahead of their own. Most consumers assume that their...
