Recently, the CFP® board announced that in the fall of 2019 all Certified Financial Planners must act as Fiduciaries when providing financial advice to clients. This new rule places responsibility on CFPs® to act in the best interest of their clients, putting client interests first. The Certified Financial Planner Board of Standards is the governing body of all CFPs®.
The commentary on this website reflects the personal opinions, viewpoints and analyses of the Skyline Advisors, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Skyline Advisors, Inc. or performance returns of any Skyline Advisors, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Skyline Advisors, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
We at Skyline Advisors are members of the Financial Planning Association. Certified Financial Planners are an integral part of our team here at Skyline. In the below article the Financial Planning Association outlines the potential benefits of working with a Certified Financial Planner. Planning works, and we have decades of experience planning, implementing plans and monitoring plans. Call us today and speak with a CFP® planner.
Maybe you have been told to really grill your prospective financial advisor. For most of us that is often just too distasteful a task. And why start a fruitful relationship on such a cynical note? Well in the below Q and A we do it for you. After all, we agree you should ask the
The Vanguard Group has long been considered a company squarely in the investor’s corner in part because of its ground-breaking research into low cost index funds done back in the 1970’s by its founder John C. Bogle. Vanguard has produced research since 2001 pointing out how an advisor using Vanguard Advisor’s Alpha Strategy can add