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!

Over 90% of Americans think that financial advisors should be fiduciaries. However, less than 10% actually are. I think we can safely assume that there are MANY people out there who incorrectly believe that their advisor acts 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