We recently moved Wells Fargo to the category “Source of Funds”. If we need to buy a new position or add to an existing position and cash is not readily available in your account, we may sell part or all of your… Read More
Got your attention? The F word we are talking about here is FIDUCIARY. The Department of Labor (DOL) recently passed the Fiduciary Rule which, among other things, requires that advisors to retirement plans act as fiduciaries. A fiduciary is required… Read More
Bonds are essentially loans. You give a company or some other entity money, they pay you interest, and eventually give you your original investment