FOUNTAIN STRATEGIES LLC is an independent, fee-only firm that offers financial planning and investment management services with equal vigor, to our clients. Anticipate opportunity.
May 3, 2017 | Ethics
In June 2017, financial advisors who recommend retirement plan investments will be required by the Department of Labor to act as a FIDUCIARY by putting your financial best interests ahead of theirs. You may ask, “Don’t they always do that?” Not necessarily. One mark...
Jan 17, 2017 | Ethics
Registered Investment Advisors now have to perform as fiduciary professionals, which puts a new strain upon just what constitutes a “fiduciary.” There is no clear guidance other than to put our clients’ interests before our own. The Boy Scout oath...