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PDS Experience, Retirement

Fiduciary: What It Is and What It Means For You

Fiduciary – it’s a term everyone is using these days. But what is it? What does it mean? Prospective clients say they want a fiduciary advisor, but oftentimes do not fully understand what it means. And about the word “advisors”, we’re throwing the term around every chance we get, almost as frequently as we talk…

PDS Experience

5 Things To Know About Financial Adviser Fees

Authored by Jimmy Rogers, CFP® We recently read the Wall Street Journal’s article Say Goodbye to the 1% Investment-Adviser Fee? and want to share a few of our thoughts on a “new trend” highlighted. In fact, this new trend in the advisory business is one of which PDS Planning has been at the forefront, which…

Don’t Pay More Simply Because You Have More Money.