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Investment News asks Kristi Sullivan about Politics & Financial Planning

UncategorizedBy Kristi SullivanJuly 13, 2017

It seems that more and more people are getting vocal about politics these days. So, when Investment News asked several financial advisers their opinion on politics and financial planning, I was only too happy to contribute. The story Politics, in general, and President Donald J. Trump, in particular, have become hot-potato topics that most financial…

fiduciary standard

The Fiduciary Standard: Your financial adviser is now working for YOU

UncategorizedBy Kristi SullivanJuly 13, 2017

Do all financial advisers have your best interests at heart? By now the long-awaited, much-debated Fiduciary Standard has been implemented.  Kind of.  Ish. After lots of pushback from some parts of the financial planning industry and the new powers in Washington, members of the financial services community now have to put their clients’ interest above…

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