Chart course for your business to thrive for long haul

By Berta Gabbard With the new year well underway and a new administration in the White House, many business owners in the greater Tri-Cities area are looking to maintain their stride as we see how the markets respond and evolve. Several owners I work with are actively pursuing plans to grow or retool their companies. […]

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Matthew Sweezea, financial adviser with Primerica, says accountability is a good thing, but said the fiduciary rule could eventually limit investment options and access to financial advice for a lot of middle-income households, already intimidated by investing.

Local financial advisers weigh in on new fiduciary rule

President Donald Trump’s delay of the new U.S. Department of Labor fiduciary rule requiring financial advisers to act in their investors’ best interests might not have its intended effect as some local financial advisers say many firms have already complied with the new standards. The rule would have gone into effect April 10, but Trump […]

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