Importance of a Fiduciary

Don’t Follow The Rules, Follow the Principle

Posted by Joe Bert, CFP®, AIF® Many of us are likely familiar with the accounting world’s Rules v. Principles ethics regulation. But you may not be aware that the Department of Labor, since promulgating its fiduciary rule last year, has implemented a similar type of principle-based regulatory approach. Within the financial advisor world much of

Don’t Follow The Rules, Follow the Principle Read More »

A Distinctive Fiduciary Standard Spelled C-E-F-E-X & D-O-L

Posted by  Joe Bert, CFP®, AIF® At Certified Financial Group, we don’t see it as the firm’s goal to be the knight-errant of the fiduciary standard for all financial advisors. Nor do we propose to wag our fingers at those with conflicts. Rather, we simply hope to intimate our firm’s pride at our Investment Advisor,

A Distinctive Fiduciary Standard Spelled C-E-F-E-X & D-O-L Read More »

Translate »

Want to take control of your financial future? Our FREE workshops cover everything from retirement planning to Social Security strategies.