Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard. This was in 2011 when remote work wasn’t yet popular, so he was limited to the city where he lived.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Sara Grillo

AUGUST 14, 2023

Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011. If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result. Knut Rostad Knut A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks and Emerging Markets stocks: 2008 and 2011. Large caps beat the foreign stock categories yet still lost thirty-seven percent of their value, while 2011 was the only year where U.S. Oh, I forgot to mention it finished dead last in 2008 and 2011. Large Caps outperformed both Developed ex-U.S.

Assets 59

Assets Investments Investing Marketing 59

Darrow Wealth Management

NOVEMBER 5, 2024

Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. If you have stock options , your exercise date is the acquisition date. The total fair market value is $15M. He sells just enough stock this year to reach the gain exclusion $10 million cap.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73