by thomasbatterman | Mar 9, 2020 | Hybrid Advisor, Retirement, Thomas Batterman
What is a Hybrid Advisor? Traditionally, there’s been a big difference between a broker-dealer and a registered investment advisor. Anyone with the title of a registered investment advisor (sometimes called a fee-only advisor) has a fiduciary duty to their...
by thomasbatterman | Jan 22, 2020 | Retirement
Getting on top of your finances is no easy task, especially in the beginning. Whether you’re just starting out or recovering from a financial blunder, the beginning can be the hardest obstacle to climb over. Your goals could be to save money, learn to spend it wisely,...
by thomasbatterman | Dec 11, 2019 | Retirement
Each year, people around the world create lists and set budgets for their holiday spending. Even more so, people worry about the financial stress of checking off every box on their list. All readily know the financial expectations of the holiday season. So amid the...
