Finding the right financial advisor is a convoluted mess. More investors are demanding to work with a fee-only financial advisor —Advisors subject to the fiduciary standard who do not receive commissions or kickbacks. Good news:...
Read MoreNervous. When I started this firm, I was very apprehensive about going all-in on a niche. The idea that I would put myself out to the public as being for one small group of people (Oil & Gas/Chem) professionals terrified me....
Read MoreWow! Big news this week. It looks like we are about to see the largest retirement legislation in over a decade. One part of it will have a massive impact on almost every Oil & Gas retirees and Chemical retirees. Anyone in...
Read MoreHave you ever gassed up your car only to find out later you went to a gas station charging way more than all of the others? I did this recently, and it was infuriating. The most frustrating part was the gas station had their...
Read MoreWhy a Fiduciary Advisor Matters You’ve spent decades building towards financial freedom. If you’re basing critical financial decisions on the advice you’re receiving, it’s worth knowing why that advice...
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