The Benefits of Hiring a 401(k) Fiduciary Advisor

The 401(k) is the most popular retirement plan companies use to provide tax-advantage investment and retirement savings opportunities for their employees. The 401(k) plan has grown in popularity over the last 45 years, and it is the most widely used financial tool for most Americans building the wealth and income they need for retirement. Yet, […]

How to Find the Best Fiduciary Financial Advisor for You

Managing personal finance is a journey, and just like any journey, it can be beneficial to have a trusted guide. A fiduciary financial advisor facilitates this role by providing expertise and dedication aligned with your needs and objectives. Today, we’re covering what distinguishes a fiduciary financial advisor from non-fiduciaries and how to find the right […]

What is a Fiduciary?

Understanding the role and responsibilities of a fiduciary and their importance. A fiduciary is someone who manages assets on behalf of an individual, family, or company and is required to act in their best interest. Examples of fiduciary professions include financial advisors, board members, attorneys, and trust officers. When named a fiduciary, by law you […]

Investing For Nonprofits — Let Your Mission Be Your Guide

The specific mission of your nonprofit and how you go about that mission is unique to your organization. Similarly, while it might seem like there is a best practice for how all nonprofits should manage their investable assets, the truth is there is no single approach that works best.