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5/22/2020· Ethics / Ethical Duties

Financial Advisors: What Is A Fiduciary And Why Does It Matter?

By: Marguerita Cheng

When selecting a financial advisor, people are often confronted with a seemingly simple yet undeniably important question: What is a fiduciary and why does it matter?

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6/10/2019· Finance

Elder Abuse Awareness Day (6/15): How to Protect Your Parents from Financial Abuse

By: Marguerita Cheng

Did you hear of the case out of Wisconsin that involved a younger couple and their neighbor, a 92-year-old retired teacher who never married and had dementia? After befriending the woman, the couple took control of her home and nearly $2 million of her savings before they were eventually found out.

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3/14/2019· Finance

ERISA, the Fiduciary Standard and Where We Go from Here

By: Marguerita Cheng

Putting the DOL's investor-protection rule into historical context sheds new light on what the future may hold for retirement savers.

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2/14/2019· Finance

A Crime of Passion, Sweetheart Scams Can Be Costly

By: Marguerita Cheng

My mom was one of thousands preyed upon by this nasty con. Here’s what to watch out for and how to protect those you love.

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1/16/2019· Finance

An Introduction to Asset Allocation

By: Marguerita Cheng

When you approach your financial planner, a term that most of you might have heard from him/her would be "asset allocation." In this article, you will learn about asset allocation, the importance of asset allocation, different asset allocation strategies and the benefits of asset allocation in portfolio management.

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12/17/2018· Finance

How to Detect Elder Financial Abuse: 15 Warning Signs a Loved One Needs Help

By: Marguerita Cheng

Older American adults are at an increased risk of becoming a victim of financial fraud or exploitation and criminals don't want you to know it. An estimated $36 billion is lost to these con artists each year. They gain the trust of our loved ones and use it against them in ways that leave victims emotionally and financially devastated.

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11/8/2018· Finance

Respect Your Survivors By Creating a Will

By: Marguerita Cheng

Iconic singer Aretha Franklin had it all: respect, talent, fame and fortune, but what she didn't have was a prepared estate. Reports indicate that the Queen of Soul didn't have a will or trust set up before her death from cancer in August. Now her fortune might be in limbo for her survivors.

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10/15/2018· Finance

How Openness Personality Affects Financial Planning and Investment Decision Making

By: Marguerita Cheng

Financial planners begin their initial client meetings with a discussion of money goals, attitudes, and risk tolerance. Why? Well, it's because all investors are not created equally. Open individuals crave adrenaline-spiking adventures, always looking for thrilling activities. Most of the time, they are curious about information and knowledge about financial planning and investment decisions. These individuals enjoy researching and finding out about finance topics of interest.

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6/20/2018· Finance

Financial Scams Part of a Wide Array of Elder Abuse Problems in the United States

By: Marguerita Cheng

With the aging of the U.S. population, financial exploitation and abuse of seniors is a serious and growing problem. According to the FBI, scammers tend to target the aging population because they are more likely to have excellent credit and substantial savings.

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