Advisor Shaking Hands

93 Percent of Americans Think Financial Advisers Should Be Fiduciaries

Americans overwhelmingly favor the intent of the Department of Labor’s so-called “fiduciary rule,” which went into effect on June 9. According to a survey by Financial Engines, 93 percent...

Posted: Sep 28, 2017

Family Estate Planning

The Number One Mistake People Make in Their Estate Plan

Recently we announced Filbrandt Private Trust as an expansion of our trust services. Over the years, we’ve observed one of the most common estate planning mistakes people make is actually quite...

Posted: Aug 02, 2017

Portfolio Review

'Socially Responsible Investing' Gaining Momentum

A rapidly growing movement allows investors to put money into mutual funds that consist of businesses and causes important to them. Known as ESG (Environmental, Social and Corporate Governance)...

Posted: Apr 10, 2017

Long Term Care Insurance

Should You Purchase Long-Term Care Insurance?

The two primary questions professors ask about long-term medical care, also known as extended care, are, “Do I need it?” and “How do I pay for it?” According to...

Posted: Mar 06, 2017

University Sign

Here’s What Trump’s Change to ‘Fiduciary Rule’ Means to Professors

You may have heard that a Department of Labor ruling designed to safeguard the interests of retirement plan investors has been placed on temporary hold by President Trump. Here’s...

Posted: Feb 06, 2017

Mother With Grandchildren

How to Avoid Critical Estate Planning Traps

Imagine having no control over how your assets are distributed after your death. Also imagine that you worked a lifetime to build up savings and assets that you hoped...

Posted: Dec 04, 2016

University Courtyard

Professors Put Financial Advisers to the Test – and They Failed

A recent study by professors at MIT, and Harvard and Hamburg universities, found the quality of financial advice commonly given to clients was “highly troubling.”  Those were the words...

Posted: Nov 27, 2016

Husband Wife Computer

Election Impact: Post-Election Outlook and Strategies

Nobody is quite sure what changes will occur under the administration of President-elect Trump.  The financial markets initially lost more than 800 points in overnight futures trading last week...

Posted: Nov 14, 2016

Holding Hands

Presidential Election Prompts Spike in Markets' 'Fear Index'

The Chicago Board Options Exchange (CBOE) Volatility Index, also known as the “fear index” of U.S. markets, has jumped 65 percent in the past two weeks. This coincides with...

Posted: Nov 06, 2016