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Rolling over your employer’s retirement plan

One of the most common questions we get from members of the public is, "What should I do with my old 401k?" If you're leaving (or have left) an old employer, and have a 401a, 401k, 403b, 457, SEP or SIMPLE IRA account from your previous job, you have three basic options available to you:

Investors should demand transparency and verify before ever handing over money

From the standing desk of Jeremy Torgerson, nVest Advisors, LLC CEO: In the more than a decade that I've been an investment and financial advisor, I've had the misfortune of seeing a lot of unethical and even illegal activity up-close. It grieves me that our industry seems to, like many others, attract people to it

The DOL Fiduciary Rule: What it means to you.

Fiduciary An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit. (Source: http://legal-dictionary.thefreedictionary.com/fiduciary)   There's a tremendous amount of debate in the financial industry about the US Department of Labor's proposed Fiduciary Rule, but very

Beware the Sketchy Salesperson: 10 signs you should do business elsewhere

Nearly every investment professional built their book of business by winning their client accounts away from another advisor or firm. It’s just how the business is done, unfortunately. If you have assets, we in the financial industry will all be in competition to be the manager of those assets. Whether it’s your bank or credit