Suitability vs. Fiduciary Standards…It Matters!

Originally posted on Tues, August 23, 2016

If you are anything like us, you are always busy -- right?

We tend to make time for what is most important to us but never seem to be able to achieve everything we want to accomplish. I’m sure there are things you would like to learn if you had the time to train or study. For example, playing a musical instrument or speaking (another) foreign language are probably popular bucket list items.

Personally managing your hard-earned wealth may be another. However, determining if you should manage your investments, in our opinion, boils down to three simple criteria: time, training and temperament. 

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