Fiduciary Ruling Not Out Of The Woods Yet

Every one of you Cutter Family Finance readers should be familiar with the DOL’s fiduciary rule (the one requiring all financial advisors who provide investment advice to retirement accounts to act in their clients’ best interest). Several of these articles have explained what the rule means, what will change, how it will affect you, and—most […]







To Be Or Not To Be A Fiduciary?

If you are a loyal Cutter Family Finance reader, you have heard me harp about many things over our years together, but I think the most common topic I have covered over the last year or so has been the Department of Labor’s (DOL) landmark ruling, scheduled to become effective on April 10 this year. […]







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 […]







Nothing To Lose And Everything To Gain

I really do not like traveling for work, seriously. I am a family guy. Most nights, I coach my girls’ softball teams; go home for supper; hang out with the kids to hear about their day; say prayers and kiss them goodnight; watch some TV with Jill; and then hit the rack. I know, I […]