Thu.Mar 17, 2022

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Why an Investment Fiduciary Won’t Always Meet Your Best Interests

Envision Wealth Planning

The meaning of fiduciary is a little more complicated than the simple question, “Are you a Fiduciary?” I understand the intent of why they are asking that question, the meaning of fiduciary is a little more complicated than that simple question. You may have read that many “so-called” financial advisors do not work in the best interest of their clients (as a fiduciary does).

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The Better Letter: “It’s not you. It’s me.”

The Better Letter

It is a classic break-up excuse: “It’s not you, it’s me.” These five small words reek of phony compassion and are usually used to draw attention away from the real reason the relationship is over, often because the true reason is emotionally painful. The real message is typically much closer to the following. “I don’t find you sufficiently attractive, but I can’t say that because then I’ll feel guilty.