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Closing the conflict of interest loopholes for investment advice

by Springwater Wealth | Feb 16, 2015 | Investment Management, Retirement Plans, Services, Wealth Management

A February 13, 2015 New York Times article highlighted the difficulties that investors – both ordinary and sophisticated – face in finding an advisor who is obligated to act in their best interests. According to the Times, “At present, many brokers...

How much income do you need in retirement? [video]

by Springwater Wealth | Oct 28, 2014 | Financial Planning, Retirement Concerns, Retirement Plans

Marlena Lee, Vice President at Dimensional Funds, addresses the critical question of how to determine the amount of income you’ll need in retirement.  Click here to watch the brief, three minute video.

Misleading lists of the “best” financial and investment advisors

by Springwater Wealth | Sep 25, 2014 | Investment Management, Services, Wealth Management

Marketwatch contributor Mark Hurley recently wrote an article castigating the financial media for producing what he calls misleading lists of the “best” financial advisors. According to Hurley, more than half of firms included in a typical “best wealth...
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