There are usually clear signs if we are ill and that prompts us to see a doctor. When our car isn’t running right, we take it to a repair shop. Financial health is critical too! You could be financially sick and not know it until it’s too late. The good news is that there areRead More >
Insights
What is a Fiduciary?
One of the most talked about items in the financial industry today is what is a fiduciary and what questions a client needs to ask their financial advisor. There may be various definitions of fiduciary depending on what industry you are referring to. In the financial planning industry, the Registered Investment Advisor (RIA) firms’ fiduciaryRead More >
Why the New DOL Fiduciary Rules are Important to You
After about 5 years under development, the Department of Labor released its long-awaited fiduciary rule, which extends the fiduciary standard to those who advise clients on individual retirement accounts, 401(k) assets and other qualified retirement savings. Registered investment advisor (RIA) firms, such as Garrett Investment Advisors, have always been subject to a fiduciary standard underRead More >