Looking Beyond The Fiduciary Stamp Of Approval

The much-anticipated event has finally arrived: the Department of Labor’s Fiduciary Standard Rule hit the financial industry on June 9. Cutter Family Finance readers already know that this rule imposes the fiduciary standard across the entire financial services industry when dealing with any type of retirement account. All of those financial professionals who were not […]







Financial Fitness For 2017 And Beyond

Ahhh . . . New Year’s. It’s that fateful time when we all vow to take control of our bad habits. It is the time each year when we sit, ponder, and reflect on the wrongs in our lives and take action to fix them. For most of us, our resolutions focus on two things: […]







Firms Attempt To Change As Someone Starts Watching

Every once in a while my wife, Jill, “trusts” me with the food shopping—under one condition. I bring my daughter Sophie. Which is fine with me, since I really do not like doing it. Sophie does. She can maneuver through a grocery store like no other kid.   Last Saturday, I “got the call” from […]







Seriously, What Is Your Best Interest?

Susan Roman and I have written a couple of articles that mention a recently promulgated rule from the Department of Labor. That rule imposes a fiduciary standard on all advisors who are getting paid to provide investment guidance on retirement accounts (401(k)s, IRAs, Roth IRAs, Simple IRAs, SEP IRAs, et cetera). For many folks this […]







Meeting with a Financial Advisor: Be Prepared

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups with:  “Do you drink?… Do you smoke?… How much exercise do you get a week?… Are you experiencing any pain?”  Those questions, although simple, are critical to doctors.  They use those questions to establish a […]