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Fiduciary Duty: What It Means for Your Financial Advisor

You’ve probably seen the word “fiduciary” involved if you’re looking for a financial advisor. Here’s what it means for your financial advisor.

Financial Tales

5 Benefits of Investing in a REIT Sooner Rather Than Later

A REIT can do wonders for investors who don’t want to commit to real estate investments. Here are some benefits of investing in REITs sooner rather than later.

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Can You Turn a 1031 Into a Joint Venture?

While 1031 exchanges provide investors with many benefits, can investors turn a 1031 exchange into a joint venture? Let’s take a look and find out.

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5 Common Misconceptions About Registered Investment Advisors

Registered investment advisors can provide many benefits to eager clients. Let’s review the five common misconceptions about registered investment advisors.

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How DST Investments Can Help You Preserve Your Wealth

Building a retirement with passive income can be a challenging endeavor, especially if you’re not sure which avenue to take. Luckily, Delaware Statutory Trusts (DSTs) create a means […]

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Top 10 Questions To Ask Your Registered Investment Advisor

Managing your finances and creating financial goals can be difficult, but seeking a professional’s guidance can help tremendously. Here are ten questions to ask your registered investment advisor. […]

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What Is a Registered Investment Advisor?

Making financial decisions requires expertise and knowledge to avoid making a mistake. What are registered investment advisors, and how do they help? Let’s explore the requirements to become […]

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What To Expect When You Hire a Fiduciary Consultant

Fiduciary consultants are individuals or organizations with the legal duty to act in the client’s best interest. They create a trustworthy bond with a client while avoiding conflicts […]

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Benefits of Hiring a Registered Investment Advisor

Handling finances, investments, and the law can become overwhelming and stressful. So let’s review the different benefits of hiring a registered investment advisor. Helps Reduce Stress Financial and […]

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Stock Market Trump Vs Obama

A When to When Tale (Perception and Reality) I received a phone call in late June of 2019 from Vincent that wanted some advice with respect to the […]

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Before making an investment decision people need to ask themselves, “Is there a better alternative? Is there something better to invest in than what I am considering?” If […]

Financial Tales


"So Carlos, what do you think about when you step up to the tee on a par 5?" I recently got this question from a friend and I […]

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