by Bill Holliday | financial advisors
We recognize that we attract a very special client – so we are committing to travel to visit our clients. We are fee only financial planners (fiduciaries) who specialize in Socially Responsible Investing. We have attracted clients from all over the US. We... by Bill Holliday | financial advisors, investing, retirement planning
The Department of Labor (DOL) Fiduciary Rule was scheduled to start on April 10, 2017 but President Trump signed an executive order delaying the rule 180 days so that the DOL could carry out “economic and legal analysis” on the rule’s potential... by Bill Holliday | financial advisors, investing
Here are 10 investment mistakes that we frequently see and 10 ways to correct those mistakes and improve your financial situation. Thank you for visiting my blog – Ask a Fee Only Financial Planner. Lack of communication. If you split assets between different...