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Tag: Executive Order

Wealth Manager vs. Financial Advisor vs. Fiduciary: What’s the Difference?

Wealth manager usually describes a service model. Fiduciary describes a legal duty. Financial advisor is a broad title. By Jeff Herman A wealth manager is

Fiduciary vs. Financial Advisor: What’s the Difference?

If you searched for the difference between a fiduciary and a “regular” investment advisor, start with the role—not the title. By Jeff Herman The short

What Is a Fiduciary Investment Advisor?

A plain-language explanation of the fiduciary standard, when it applies, and what investors should still verify. By Jeff Herman A fiduciary investment advisor is an

7 Steps to Create a Retirement Income Strategy for 35 Years or More

Part II of our “Have I Saved Enough?” series By Jeff Herman In Part I: “I Have $1 Million in My 401(k). Is That Enough to

I Have $1 Million in My 401(k). Is That Enough to Retire?

Part I of our “Have I Saved Enough?” series By Jeff Herman If you have accumulated $1 million in your 401(k), you have accomplished something

Emotional Decisions in the Heat of the Moment Can Lead to Poor Performance

By Jeff Herman We’re all a little guilty of “balance peeking.” You open your account, check whether the number went up or down, maybe zoom in