Blog — Registered Investment Advisor RSS

People sit down together to do business and come to a handshake agreement. Then, as time passes, what was discussed, what was agreed to, is sometimes forgotten … or worse yet, remembered incorrectly. Everyone has experienced this. With your savings and your financial future in the balance, why would you take the chance of not...

At my home address, I received a “special invitation” to a free dinner at a local restaurant. I love free food! In the invitation, the host of this so-called “elegant evening” identified himself, and I quote, as a “fiduciary advisor … legally bound to work with the highest integrity and transparency, and to always put...

This is a story about a fictitious investment product. The investment does not exist. And while this story is based on the real world, there is no security called a Strategic High-Income Trust, at least not to my knowledge, and if there is actually such an investment, the following does not pertain to any specific...