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President Obama Calls for Advisors to be Held to a New Fiduciary Standard.
President Obama Calls for Advisors to be Held to a New Fiduciary Standard.

Yesterday, President Obama gave a speech calling for financial advisors who advise people on investing their on Individual Retirement Accounts to be held to a fiduciary standard. At JGB we have always stressed the need to have a good advisor who you know, trust, and who will ...

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Blog posts in February, 2015

  • Robin Williams- Fame, Fortune, and The Answers to His Estate

    Please take a look at the following article in the New York Times about Robin Williams’ estate plan. It’s quite unfortunate that the estate plan ...

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  • What Does Obama's New Budget Have To Do With Your Estate?

    Obama calls for major tax changes with estates. This link from MSN Money discusses in detail what the proposed changes are and how they could effect ...

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