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Estate Planning in this Economic Climate

Park Place Financial

Although a tumultuous economy understandably causes concern for many people, it may also pose several valuable opportunities. Whenever making financial decisions, you should always think about working with a financial planner — regardless of current economic changes. Work with the Professionals .

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3