Fiduciary Standard Expansion Law
3D illustration of a fountain pen and a golden stamp where it is written the text fiduciary duty. Legal responsibilities concept.

Fiduciary Standard Expansion Law

Last week I wrote about the difference between the fiduciary standard and the suitability standard. I explained that brokers and brokerage houses are only required to give advice that is…

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The CFP Board: Blurring The Lines
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The CFP Board: Blurring The Lines

This pandemic is causing challenges on all fronts with all the Cutter’s cooped up.  The other day I went looking for my favorite snack that my daughter, Sophie, and I favor…

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Avoid Panic When It Comes to Your 401(k)

Stock market uncertainty can lead to emotional investing. Financial professional Jennifer Farrington, Ph.D., shared her thoughts with U.S. News & World Report @USNews about avoiding panic when it comes to…

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Time to do the Math

Jen and I have been extremely busy over the past few weeks talking “virtually” with clients to review their financial systems and to discuss how each of them has been…

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The Corona Pandemic: Emerging From the Crisis

“Seek first to understand, then to be understood.”  Whether you attribute those words of wisdom to Stephen Covey’s “Seven Habits of Highly Effective People” or further back in time to Saint…

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Finding the Silver Lining

You know, this week marks a milestone for us. This week marks the seventh year that you and I get together each week to break down the complicated issues of…

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The Student Loan Crisis

It is hard to believe that I have been in private practice now for about twenty years.  In that time, I have had the fortune to have worked with folks from…

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