Your Financial Co-Pilot
by Brandon Miller on May 22, 2019
If anything happens to you, your family has someone to consult.
An Update to the Fiduciary Standard
by Brandon Miller on Apr 6, 2018
This year, the Department of Labor intends to introduce a new rule regarding retirement plan accounts, with full implementation envisioned by 2018. Under this
The Rise of the Fee-Based Financial Professional
by Brandon Miller on Dec 13, 2017
A wave of change is transforming the financial services profession. The shift has been gradual, but noticeable.
In the days before the Internet and
The Fiduciary Standard
by Brandon Miller on Dec 1, 2017
This year, there has been a lot of talk about the Department of Labor (DOL) Fiduciary Rule which was to be initially implemented by the start of 2018, but has
How To Find Transparency in Your Financial Relationship
by Brandon Miller on Nov 22, 2017
Choosing a financial advisor is one of the most important decisions you’ll ever make. After all, this individual or team will have access to your life’s savings