Double Dipping Advisors

Recently, the Securities and Exchange Commission (SEC) has started cracking down own fiduciary advisors who sell fee-based clients expensive loaded or hidden load mutual funds. How can you verify your advisors adice is in your best interests?

Plus, we take questions on...

  • changes to Utah's 529 program.

  • using even a low fee variable annuity in a retirement plan.

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TGIQ (and A) Day

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TRMSI-Owning Only Stocks