The Fiduciary Standard

We act as a fiduciary. Our Registered Investment Advisory firm, Certified Advisory Corp, has earned the CEFEX certification from the Centre for Fiduciary Excellence.  You can read more about the CEFEX certification here.

Financial Calculators:

Life Happens Life Insurance Calculator – When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death.

Disability Income Calculator – This simple tool estimates the income you would need to maintain your current standard of living should you become disabled and unable to work.

Bankrate – Use this financial calculators to finesse your monthly budget, compare borrowing costs and plan for your future.

Market News

Wall Street Journal – Daily coverage of activity in the financial world.

MarketWatch – Stock Market news – Financial News