Can I Fire my Financial Advisor?

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Let’s back up. The question you should be asking yourself is “Why would I hire a financial advisor?” Nearly every prospective client that comes into our office hears the same thing – “You are capable of doing most of the things we are about to discuss. You should know that before you consider hiring us.”… Read more »

PDS blogified!

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Welcome to our blog! Like our periodic investment publications, our blog will be authentic and written by us. Our goal is to be genuine, relevant, and succinct. We can’t say anything more, or we’d be breaking our promise.