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What To Do With Your 401k When You Change Jobs

UncategorizedBy Rainier TrinidadJuly 9, 2014Leave a comment

The average worker stays at his or her job for an average of 4.4 years, according to this Forbes article. Chances are, at some point then, you will find yourself in a situation where you’ve still got your 401k plan with your previous employer. And if so, you’ll probably have a few questions like: 1)…

The Fiduciary vs Suitability Standard: What You Should Know

UncategorizedBy Rainier TrinidadJuly 9, 2014Leave a comment

Most people we meet aren’t aware of the existence, let alone the differences, between what is called the Fiduciary Standard and the Suitability Standard. What are they, why do they matter, and why is our company held to the Fiduciary Standard, and not the Suitability Standard? One of the most important parts you should be…

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