The Blog


On this Veterans Day, if you know someone who has (a) been seriously injured while serving in the military or (b) lost a loved one who was serving, please encourage them to reach out to me (707-776-7331 or brian@sherwoodim.com) to see if they are eligible to receive free financial planning advice for life. It’s a great benefit for a truly deserving group of Americans!

The vast majority of Americans think that all financial advisors should be fiduciaries. However, less than 15% actually are. I think we can safely assume that there are MANY people out there who incorrectly believe that their advisor is required to act in their best interest at all times. The article below does a good job of sorting everything out.

https://money.usnews.com/investing/investing-101/articles/what-is-a-fiduciary-financial-advisor-a-guide-to-the-fiduciary-duty