Posts tagged advisor

NWP Monthly Digest | September 2022

The Autumn Equinox will be observed on September 22nd this year. Of course, this marks the first day of fall. September is a month when temperatures and leaves begin falling. Coincidentally, the month of September has also been the worst month for the U.S. stock market with an average loss of 1% going back to 1928.

NewsletterGrant Glenn, CFA, CFP®September 1, 2022Noble Wealth PartnersArtemis, Wealth Management, noblewealthpartners, financialplanning, advisor, stockmarket, wealthmanagement

Finally - an Easy Way to Find out If Your Financial Advisor Is Acting in Your Best Interest

For years, I have unsuccessfully attempted to explain to clients the difference between a fiduciary and a typical advisor. A fiduciary must always act in your best interest and is legally bound to do so. On June 5, the Securities and Exchange Commission passed a set of regulations to improve the transparency behind what advisors are…

Financial PlanningGrant Glenn, CFA, CFP®June 18, 2019Noble Wealth Partnersfiduciary, broker, adviser, advisor, SEC