Planning matters

How Do the New DOL Rules Affect You?

You have probably been reading or hearing about the new Department of Labor (DOL) ruling in regards to financial advisors and their “fiduciary duty”. What does “fiduciary duty” mean and how does it affect JBA clients?

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5 (and one-half) Myths about Financial Planners

Unlike physicians or auto mechanics, financial planners have a hard time boiling down to a word or two that it is we do. Fixing hearts or repairing engines is something just about anyone can understand and appreciate. But building financial security is necessarily imprecise and subjective

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