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Worried about Biden’s impact on the stock market?
As the months go by, we learn more about the president’s policies and priorities — but how will they impact your investments? Download this guide to learn more about:
- How presidents actually impact the stock market
- How to prepare for the unknown when it comes to investments
- Economic recovery over the next four years
Pine Brook Financial Group
Fiduciary Duty of Care Responsiblity
In simple terms, advisors with the fiduciary duty of care has the responsibility to legally be held responsible to put your needs ahead of their own. If insurance is recommended, the regulatory standard that applies is the suitability standard, which means that the recommendations meets your needs and objectives.
Insurance products are sold based on the suitability standard at both the state and insurance carrier level; this means that product recommendations must meet the stated financial needs and objectives of the client. Investment advisory services are required to be provided in accordance with a fiduciary standard; this means that the advice must be in the best interest of the client with any conflicts of interest fully disclosed to the client.
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