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Month: October 2021

Fiduciary Advocate

By now, I’m sure most of you are familiar with the Committee for the Fiduciary Standard—but if not, well, it’s a group of prominent advisors who advocate that anybody who holds out as a financial planner or advisor be held to a strict fiduciary standard.  I participate in their discussions, though I’m not formally a member. Every year, the Committee selects a worthy candidate to be given its “Fiduciary of the Year” award.  Past winners include Ron Rhoades, David Tittsworth, Skip Schweiss, Phyllis Borzi, Harold Evensky, Barbara Roper and, in 2016, the entire U.S. Department of Labor.  For the past…

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Inflated COLA

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