By: Bob DiMeo, Chief Executive Officer
In 2017 we upgraded the firm’s website and I recall our marketing team and IT vendor being very excited. The update was more functional, graphics looked great, and we were told the improved website was likely to win an award (it did). I too was excited and remember displaying the site to my wife with a sense of pride; however, my bubble soon... Read More >
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By: Andrew Doten, CFP®, Consultant, The Wealth Office®
We believe most people do not actually need permanent life insurance; in fact, they would probably be better off using those funds in a million other ways instead of putting it toward a premium payment. For wealthy families, however, there are opportunities to get creative with permanent life insurance to ensure… Read More >
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By: Bob Goldman, Managing Partner, Bob Goldman Law, LLP
Most people understand the importance of having an estate plan, yet according to a recent survey by Caring.com, 67 percent of Americans do not have one. Many may be intimidated by the process, not knowing what is involved or where to begin. When clients are preparing for their first estate planning meeting, they often ask… Read More >
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This report is intended for the exclusive use of clients or prospective clients of Fiducient Advisors. The information contained herein is intended for the recipient, is confidential and may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and actual returns; volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisors' research and professional experience, and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.
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