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Articles

Financial advice better from a fiduciary than a broker
San Diego Union Tribune
From $1 to $1 billion it makes sense to use an RIA (registered investment advisor) with fiduciary responsibility rather than a broker, who has a much lower level of responsibility, as well as built-in conflicts of interest.


When buying financial advice, ask about commissions, fees
San Diego Union Tribune
Use a fee-only RIA model that aligns the interests of the advisor with yours.


Some pitfalls of searching for a financial planner
San Diego Union Tribune
Key Point: Use advisors that use DFA funds.


The benefits of index funds, and a Web site to bookmark
San Diego Union Tribune
Passive investing routinely outperforms active investing. On your own: Build and occasionally re-balance a portfolio of diverse passive funds. If using an advisor: Use one that uses DFA funds to build and re-balance portfolios for you.


50 years and counting for S&P's index of measuring growth
San Diego Union Tribune
Benchmark your actual investing performance; S&P 500 is a good general one to use. Only benchmarking over long periods of time, greater than 5 years, is meaningful.


Books

Values-Based Financial Planning

A Handbook for Investment Fiduciaries

Links

Foundation for Fiduciary Studies

Centre for Fiduciary Excellence

Dimensional Fund Advisors

2018 Fiduciary Education Webinars

O’Reilly Wealth Advisors offers Fiduciary Education Webinars as part of our alliance with Two West Advisors. These webinars are designed to help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under the Employee Retirement Income Security Act (ERISA) as well as applicable state laws. These webinars are also pre-approved for one HRCI or SHRM recertification hour.

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