by Springwater Wealth | Jul 31, 2018 | Newsletter
The field of financial planning has existed for almost 50 years. It emerged when a small group of advisors working for banks, brokerage firms and insurance companies decided to band together to provide planning services to their clients rather than just selling them...
by Springwater Wealth | Mar 20, 2018 | Newsletter
The long-running battle for the interests of American investors continues. Imagine that your doctor writes you a prescription for a certain medication – even though a better, less expensive option is available – and receives a commission from the drug company for the...
by Springwater Wealth | Apr 14, 2016 | Financial Planning, Investment Management
First of all, we do not sell annuities – or indeed any financial products. We are not insurance agents nor do we represent any insurers. We work for our clients – some of whom have purchased annuity contracts they later wish they hadn’t. Here is how we may be able to...
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...
by Springwater Wealth | Oct 13, 2014 | Investment Management, Services, Wealth Management
An October 10, 2014 New York Times article featured yet another consumer belatedly questioning whether the financial advice they were given by an investment broker was truly in their best interests. The couple in the story say they didn’t realize that their broker...