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Friday Insider – Is That Really in Your Best Interest?

Friday Insider – Is That Really in Your Best Interest?

by Innovate Wealth | Jun 23, 2017 | Markets | 0 comments

Is Your Adviser Acting In Your Best Interest? If you’re a return visitor to this page, you’ll know that I’ve spent a lot of time discussing the Fiduciary Rule, and what it truly means when someone is acting in your best interest. This article discusses the behavior of...
Friday Insider – The Ponzi Schemer Next Door

Friday Insider – The Ponzi Schemer Next Door

by Innovate Wealth | Jun 16, 2017 | Financial Planning, Markets | 0 comments

I was fortunate to be looking at the Charlotte news this week because I got to see this headline: Investors likely won’t get all their money back in complex Charlotte fraud case This guy is now on the long list of those that have attempted a form of a Ponzi scheme and...
Friday Insider – What’s Your Personal Benchmark?

Friday Insider – What’s Your Personal Benchmark?

by Innovate Wealth | Jun 9, 2017 | Budgeting, Financial Planning, Markets | 0 comments

There Are Now More Indexes than Stocks This Bloomberg article, which includes this amazing chart, caught my eye earlier this month: As the pressure increases on the investment industry to get cheaper, more managers are turning to the ETF space for lower cost vehicles....
Friday Insider – Fiduciary 1.3

Friday Insider – Fiduciary 1.3

by Innovate Wealth | Jun 2, 2017 | Financial Planning, Markets | 0 comments

Returning to a story from several months back and a sequel…  We’re finally looking at partial implementation of the ‘Fiduciary Rule’ on June 9th.  After some typical political delays and long drawn out lawsuits, somebody high enough finally...

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