Category Archives: Fiduciary

“Investors Think Insurance Agents, Brokers are Fiduciaries”

I read an interesting article from rep.com this morning (full article here).  In case you wondered, other people who are not fiduciaries include, but are not limited to: my dentist, my plumber, and the drive-thru worker who asks if I want … Continue reading

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Today’s headlines are rarely the same as what history’s judgement is going to be

Photo courtesy FaceBook Jonathan here: Went to Stamey’s for a late lunch, all by myself. I was really looking forward to three four things: a world class hot dog all the way (that’s mustard, chili, onions, and Cole slaw for … Continue reading

Posted in Asset Allocation, Dividends, Fiduciary, Retirement | Leave a comment

Congress Waivering on Fiduciary Issue

Justin here. An article last week from WSJ’s Jason Zweig highlights what fiduciary duty means to Joe Investor. The element of how congressmen play into the reform is interesting. After seeing how Senator Colburn trades his account, it seems a … Continue reading

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When Emotions Get the "Worst" of Us

Dan Ariely is the James B. Duke Professor of Behavioral Economics at Duke University and author of the New York Times bestseller Predictably Irrational. And to my delight, one fortunate night last year, he was a friend who just happened … Continue reading

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