The Significance of the Fiduciary Standard The term “fiduciary standard” frequently arises when discussing financial management, representing the pinnacle of responsibility and ethical conduct. Unlike a salesman who bears no legal obligation to ensure a buyer’s suitability for a particular
In today’s dynamic entertainment landscape, event tickets can sometimes serve as more than just a pass to a memorable experience. They can also represent an opportunity for financial gains. However, with profit potential comes the responsibility of understanding the associated
Gone are the days when the role of a trust advisor was merely transactional, confined to tasks like asset gathering, tax payments, and asset distribution to a client’s family. Today, trust advisors are deeply integrated into their clients’ financial planning
In today’s fast-paced digital world, the housing market has gone online, making it easier than ever for renters to find their next home. However, this convenience comes at a cost. According to the Better Business Bureau, a shocking 43% of
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
In today’s digital era, with the accessibility of information and the ease of financial transactions, investments have expanded immensely. Yet, as the infamous Bernie Madoff episode demonstrated, even the most astute investors can fall victim to sophisticated financial scams. With
National Get Smart About Credit Day serves as a timely reminder about the significance of safeguarding our personal and financial information. While the primary focus of the day revolves around credit awareness, another financial threat casts a shadow on young
Inheriting an IRA can be both a blessing and a source of confusion. While it often signifies a significant financial boost, it also brings along a set of rules that non-spouse beneficiaries need to be well-acquainted with. This article seeks
In an increasingly digital world, scams and fraud have become more sophisticated. One of the deceptive tricks that is gaining traction among fraudsters is ‘Card Cracking.’ At first glance, the prospect of making a quick buck might sound tempting, but
As expected, the Federal Reserve held rates steady at the September 19-20 policy meeting, following 11 hikes over the last 18 months that lifted short-term rates from near zero to a range of 5.25% – 5.50%. The jury is still
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