Realtors, Too (Don’t Forget About Realtors) “In a new lawsuit, the Chamber of Commerce is seeking to prevent the government from holding retirement advisers to the same standard as doctors, lawyers or accountants ” known as a “fiduciary” standard ” which requires people in positions of trust to always act in their client’s best interest.”...Read More
Deciding Rationally — or Realistically I don’t usually advise clients which mortgage is best for them; that depends on their financial circumstances, time horizon, credit scores, etc. However, if clients ask, I will serve as a backstop for advice they’re getting elsewhere (like from their financial advisors). And I always encourage clients to get a...Read More
