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Author Archives: VIP Financial
Why Rollover a 401(k)?
Should you keep your old 401(k) with your Former Employer or roll it over into an IRA? Roll it Over! If your former employer is struggling financially, you should rollover your 401(k). If your 401(k) is in a single mutual … Continue reading
Posted in Investing, Strategy
Tagged 401(k), Fee-Based, Financial Strategies, IRA, Rollover, Roth IRA, VIP Advisors
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Retirement Choreography
Dancing with the Stars My wife diligently watches “Dancing with the Stars” each week. I found myself wondering what makes people watch this TV Show, and I realized it’s just like a sporting event. Each week the contestants come out … Continue reading
Posted in Strategy
Tagged Dreams, Performance, Retirement, Retirement Plan, VIP, VIP Advisors
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Duty of An Investment Advisor
WHAT DOES IT MEAN TO BE A FIDUCIARY? According to The Investment Adviser Association’s Standards of Practice, “As a fiduciary, an investment adviser has an affirmative duty of care, loyalty, honesty and good faith to act in the best interests … Continue reading
Posted in Standards
Tagged advisory relationship, affirmative duty, best execution, Fiduciary, Financial adviser, Financial Industry Regulatory Authority, FINRA, independent financial advice, Investment Adviser Association, Investment Advisers Act of 1940, Registered Investment Adviser, Registered Investment Advisor, Relationship, RIA, Securities Exchange Act of 1934, Trust, VIP Advisors
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VIP Advisors 