Fiduciary Ideas – Special Thanks to IRIS

Screen Shot 2015-05-09 at 8.12.13 AM

Over the past few weeks, I have added a few new posts to our Fiduciary Wealth Partners website.

I thank everyone for all the good comments and the many likes, forwards and postings on other websites and social media, such as LinkedIn and Twitter.

Below is a list of our most recent fiduciary ideas.  Click through to read our thoughts and, as always, please feel free to provide feedback.

What Would Yale Do It It Was Taxable

Say It Ain’t So, Joe

Is Trying To Pick Active Managers A Loser’s Game

Finally, a special thanks to the on-line media firm IRIS for adding me as a contributing editor.  The picture at the top of this blog is a hot link to our first IRIS article.   Consider taking a look at the new site and our posts on IRIS at the following link.

IRIS

 

Preston McSwain is a Managing Partner and Founder of Fiduciary Wealth Partners, an SEC registered investment advisor committed to forming fiduciary wealth partnerships with clients, professional colleagues, and the community. To see more of his posts, and follow him on social media, please visit the following

Twitter

Linked In

About.me

 

 

 

 

 


Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.