Krilogy Financial

How the Department of Labor Fiduciary Rule May Impact You and Your Relationship with Your Financial Advisor

Perhaps you’ve read about the Department of Labor’s Fiduciary Rule, which is scheduled to go into effect in April, 2017. To sum it up, the new rule places regulations on those who offer investment advice on retirement accounts, requiring them to act as fiduciaries, which means they act solely in the client’s best interest when offering financial services and advice….

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Kevin Reynolds

Tax Loss Harvesting: A Tax Saving Strategy

If you’re like many investors, you felt the impact of this year’s market correction. Perhaps you experienced losses in certain asset classes, or saw specific investments fall in value. Your first reaction may be emotional, or you may feel there isn’t much you could do about it. But what if I told you that a market correction could deliver a…

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