Documents tagged with Fiduciary

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Home Loan Inspection

Fee only mortgage advice providing an unbiased, professional analysis leading to a mortgage plan and strategy designed to meet your unique financial goals.
  • mwinesburg published this 6 days ago
  • 38 reads
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8 p.
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Assignment Company Law - Directors' Fiduciary Duties...

An assignment for the subject of Law of Association...
  • kairul published this 11 / 20 / 2009
  • 334 reads
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10 p.
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Matthew Hutcheson Testimony

Testimony to Congress regarding the failures of the 401(k) and how to improve it.
  • scottyjd published this 09 / 30 / 2009
  • 74 reads
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Strengthening Safeguards for Investor Funds Controlled by Registered Investment Advisors

On May 14, 2009 the U.S. Securities and Exchange Commission proposed rule amendments to strengthen safeguards on investor funds controlled by investment advisers. On September 2, 2009 I submitted a...
  • Bill George published this 09 / 02 / 2009
  • 130 reads
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Fiduciary Duty - Picking a Financial Advisor - Picking an Investment Firm - Aaron Skloff, AIF, CFA,

Fiduciary Duty - Picking a Financial Advisor - Picking an Investment Firm The Wall Street Journal Skloff Financial Group http://www.skloff.com/biography.htm
  • askloff published this 08 / 31 / 2009
  • 130 reads
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Independent Advisers Are In Demand, but Picking Financial Advisor Means Homework - Fuduciary RIA Reg

Wary Investors Are Seeking Out Objective Voices Independent Advisers Are In Demand, but Picking One Means Homework The Wall Street Journal Skloff Financial Group http://www.skloff.com/biography.htm
  • askloff published this 08 / 27 / 2009
  • 158 reads
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Non Profit Workers Retirement Accounts - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

Profit Workers Retirement Accounts New IRS 403b Regulations Skloff Financial Group http://www.skloff.com/biography.htm
  • askloff published this 08 / 27 / 2009
  • 99 reads
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562 p.
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Lexington Fayette Urban County Government Budget for Fiscal Year July 1, 2009 to June 30, 2010

Official full text of the Lexington Fayette Urban County Government Budget for Fiscal Year July 1, 2009 to June 30, 2010. Has organizational finance flow charts, details, summaries, and compari...
  • Journal Kentucky Lexington Monitor published this 07 / 03 / 2009
  • 487 reads
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15 p.
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Who Do Mortgage Bankers Represent

John Robbins, former chairman of the Mortgage Bankers Association said during June 2007 congressional testimony that “notably, MBA does not believe that a disclosure of function and fees is warrant...
  • OurBroker published this 06 / 17 / 2009
  • 367 reads
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33 p.
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Who Should Mortgage Brokers Represent?

This is the 2007 congressional testimony of Harry Dinham, President of the National Association of Mortgage Brokers (“NAMB”). Dinham explains in this document that "“Simply put, a mortgage broke...
  • OurBroker published this 06 / 17 / 2009
  • 412 reads
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Cashing in on Saving the World: Discussion on Energy Efficiency Tax Credits

Adam Miller from Elderado Financial shares information on the Tax Credits for Energy Efficiency, extended by the American Recovery and Reinvestment Act of 2009. Don't miss the opportunity to take a...
  • elderadofinancial published this 06 / 15 / 2009
  • 223 reads
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Out of Control By Adam Miller

There are certain things investors can control. Unfortunately folks get caught up worrying about everything else. Adam is a Candidate for CFP® certification, a trusted fiduciary and fee-only financ...
  • elderadofinancial published this 06 / 11 / 2009
  • 267 reads
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Economic Insights From Financial Leaders By Adam Miller

Adam Miller from Elderado Financial discusses insight from leaders including T.Boone Pickens, Dr. William Poole and more. Adam is a Candidate for CFP® certification, a trusted fiduciary and fee-onl...
  • elderadofinancial published this 06 / 11 / 2009
  • 115 reads
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Lessons From the Garden By Adam Miller

An article discussing good investing behavior. Helpful tips for financial planning. Adam is a Candidate for CFP® certification, a trusted fiduciary and fee-only financial planner at Elderado Financ...
  • elderadofinancial published this 06 / 11 / 2009
  • 191 reads
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Jack of All Trades or Master of One By Adam Miller

Ideas for building a community of support around your non profit. Tips for executive directors and leaders to connect with the community and raise grass roots support. Adam is a Candidate for CFP® ...
  • elderadofinancial published this 06 / 11 / 2009
  • 203 reads
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Desperate Times Call for Conventional Measures By Adam Miller

A discussion on the American economy, the financial crisis, and spending. Adam is a Candidate for CFP® certification, a trusted fiduciary and fee-only financial planner at Elderado Financial. He wo...
  • elderadofinancial published this 06 / 11 / 2009
  • 246 reads
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1 p.
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Fiduciary, The New Industry Standard By Adam Miller

Investors have come to expect a fiduciary standard from financial professionals. The sales model is giving way to a model where investment advisors are putting clients best interest first. Adam is ...
  • elderadofinancial published this 06 / 11 / 2009
  • 280 reads
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1 p.
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The Vultures Circling Your Nest Egg By Adam Miller

Discussion on the fees and expenses associated with financial planning and investment management and some of the pitfalls that erode investors long term goals. Adam is a Candidate for CFP® certific...
  • elderadofinancial published this 06 / 11 / 2009
  • 187 reads
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287 p.
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Wealthcare: Power Principles To Help You Achieve Financial Security

Money is only a tool to help you get the things that you need and want. However, too many people allow money to control their lives instead of controlling money itself. This book is designed to hel...
  • elderadofinancial published this 06 / 11 / 2009
  • 1,049 reads
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Choosing a Fiduciary is Serious Business-and Why the Obvious Choices May Not be The Best

Selecting a personal representative or trustee for your estate plan is a serious decision. Designating one or more adult children is a common choice, but occasionally, not the best choice. Choosing...
  • Karp Law Firm Elder Law published this 05 / 05 / 2009
  • 86 reads
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