Our conversations start with your goals. You may intend to pass your wealth to your family and other beneficiaries. You may also want to protect it from the erosion of taxes and potential creditors. Your vision, goals and circumstances for the foundation for the strategy we will create together...
We work closely with you and your clients to develop specific wealth management plans to meet your client's needs. Our teams work collaboratively to ensure these plans are carried out accordingly. Our approach is always guided by our fiduciary duty to clients. This fundamental point is highly va...
Fee-only financial planners don’t receive a commission, and they are fiduciaries. A fiduciary is someone who had to make decisions in your best interest as the client. You would pay a fee-only financial planner by the hour, a flat fee, or a fee based on assets under management. A fee...
“The market has grown exponentially in the past couple of years due to the entrance of more aggressive investors such as hedge funds. These players took a stable asset class and used derivatives to deliver equity-like returns. This combined with the mark to market methodology has introduced vol...
Our seasoned attorneys come together from a wide range of legal practices to provide our clients with strategic solutions to their unique goals and circumstances. Combining the expertise and resources of a large firm with the personal attention of a small firm, we represent individuals, businesses,...
Our teams offering specialist advice bring together seasoned experts in areas such as pensions, mortgages, regulation, investment management and fiduciary to give tailored support and guidance for customers seeking financial advice in specific circumstances.Can...
responsible for contracts to include the one with the CVB. CVC members are accountable for how the money is spent, including requiring audits on finances and performance. CVC members can be removed from their positions for “cause.” This would include failure to perform theirfiduciary ...
Limitations in the ability of service providers to cope with retirement plan requirements; Definition of a fiduciary according to the Employee Retirement Income Security Act of 1974; Importance of identifying areas in which a service provider depends on the plan sponsor or administrative committee for ...
Fiduciary duties Can’t divert business away from the employer, or solicit its current customers or vendors Country and state guidelines for total cumulative work rendered Sam Nuttall, Office Manager at RH Nuttall, agrees, "There's a disclosure course within the employee contracts. We also make ...
eons of timeMy round hook dippingSnagging her a smooth tomorrowIt takes forever, harder than it looksYou start me again more than onceIn the end my eyes are gleaming too.Tomorrow I will examine my handiworkWith the smug satisfactionOf one who has learned to beA tree in a surgical masterpie...