Tags » RIA

Ria Formosa (e não é só de nome!)

Boas tardes meus queridos, hoje vou fala-vos do Parque Natural da Ria Formosa, no meu habitat natural que é o Algarve. É uma das mais bonitas riquezas naturais do Algarve, tanto pela variedade dos seus habitats como pela sua singular localização. 553 more words


RIA - Fairy-Tale Daydream

RIA – Fairy-Tale Daydream
1. Fairy-Tale Daydream
2. Fairy-Tale Daydream (INST)

The dangers of flying blind

I always loved flying.  When I was young and single I learned to fly a plane.  Taking off and flying was easy.  Landing safely was the hard part.     305 more words

Financial Planning

The Fiduciary Rule and You

The Department of Labor (DOL) has issued its final version of the fiduciary rule regarding retirement accounts.  The issue that the DOL is trying to address is that broker-dealers (major investment firms like MLPFS, UBS, etc.) do not have to act in their clients’ best interest.  134 more words


Questions to ask when interviewing a financial advisor

A previous post referred to an excellent article on CNBC about financial advisors .  You first have to consider what kind of financial advice you want or need. 154 more words

Financial Planning

Who, exactly, are these financial advisors

There’s a really great article on the CNBC website that discusses the question of what financial advisors are.  There is a lot of confusion because people use the term “financial advisor” for a group of people who are really different.  319 more words

Financial Planning

What does "full service" mean?

This week we had another opportunity to provide a client with service that goes beyond managing money.  We have clients living in Florida with a relative in Virginia who lives alone.  203 more words