Fiduciary Ruling Not Out Of The Woods Yet

Changes to the Department of Labor’s Fiduciary Rule has long-ranging effects for investors and their advisors. Find out how to make sure you’re protected by understanding these important new rules.

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 […]