The Fiduciary Rule

The US government is doing something positive for retirement investors. The Department of Labor is putting out a new rule for financial advisors who provide investment advice on retirement investments:  they have to act in the best financial interest of the client and they have to disclose any conflicts they may have. This is called…

Real Estate Scam

In a recent article in Sunday’s real estate section of the Chicago Tribune, columnist Kenneth R. Harney called attention to a scam hitting the real estate world. The new scam involves predators hacking into the real estate agent’s email, then following the email exchange, waiting for just the right moment to hijack the conversation. The hacker, making his…

The good guys

  Integrity. Honesty. Trustworthiness. These values are the bedrock of the work we do for our clients. Recently, in both the Wall Street Journal and USA Today, I found headlines about the latest in corporate dishonesty and fraud. From one story about a Wall Street bank involved in another trading scandal at the expense of the client, to…