Posts Tagged ‘fiduciary’
How We Help: Women and Wealth
How We Help: Women and Wealth Written By: Andrea Bulen, CFP® At Shakespeare Wealth Management, we recognize that women often face unique financial challenges and opportunities throughout their lives. Regardless of your…
Read MoreResponsibilities of a Trustee
Responsibilities of a Trustee Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® When an individual is named as a trustee, they assume a significant role that carries both financial and legal…
Read More“How Do I Choose a Financial Advisor?”
“How Do I Choose a Financial Advisor?” Written By: Andrea Bulen, CFP® In our previous blog, “Why Do I Need a Financial Advisor?”, we answered questions we often hear regarding why…
Read MoreShakespeare Investment Philosophy: Celebrating 25 Years
Shakespeare Investment Philosophy: Celebrating 25 Years Written By: Nick Ziarek, CFP®, CFA As we look back on 25 years for Shakespeare Wealth Management, we are reminded about the foundations that helped…
Read MoreTip of the Month | April 2023
Tip of the Month | April 2023 What is a Fiduciary? Written By: Nick Ziarek, CFP®, CFA A fiduciary is someone who is legally required to act in the best…
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