What Does It Mean To Be A Fiduciary?

While the financial services industry evaluates the Department of Labor’s Fiduciary Rule and its eventual implementation, the fiduciary standard itself has long been the norm for Registered Investment Advisors such as Pinnacle Advisory Group. Like CPAs, and in keeping with standards set by the CFP Board, we are charged with providing personalized financial advice that…

The Benefits of Coordination Between CPA and Financial Advisor

I have been a financial advisor for more than 30 years. During that time, I have worked with clients who have prepared their own taxes, those who work with CPAs I have never spoken to or worked with, and those who work with CPAs with whom I have a professional relationship. My preference is to develop a working relationship with the client’s CPA because I find it to be the most beneficial for the client.