Briaud Takes the WSJ 19 Question Challenge

Jason Zweig wrote a column in the August 25, 2017 Wall Street Journal about what consumers should ask a prospective (or current) financial advisor.  The column is definitely worth a read.  To save you the effort of asking us all 19 questions, we will answer them here.  At the bottom, we also include a question […]

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Still a Fiduciary After All These Years

Big changes are coming to the financial services world starting on April 10, 2017.  Due to a new regulation from the Department of Labor, anyone giving financial advice on a retirement account, be it an IRA or a workplace 401k, will be required to adhere to a fiduciary standard. What is a Fiduciary? A fiduciary […]

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