The Ascension Ladder Podcast
Josh Ryan and Jared Eischeid
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They're Not Trying To Hurt You, They Just Don't Know Any Better
• 21 minAre you a fiduciary? It's a question that we get all the time...what does it mean and is it for real? A true fiduciary is someone that always does what's right for their client. When was the last time your "fiduciary" financial advisor talked to you about investing in directly held, single-family real estate? How about anything outside of what he or she can get directly paid on? If they haven't brought it up, how are they your fiduciary? Listen in this week as we try to unravel the whole idea of how financial advisors work for you and what seems to really be important to them. AscensionLadder.com The views and materials were created and intended to provide background assistance and education and no recommendation regarding the purchase or sale of any security is made, intended, or should be implied by these materials. Real estate investments involve risks and are sensitive to factors such as changes to real estate values, property taxes, and interest rates. Stock prices fluctuate, sometimes rapidly and dramatically due to factors affecting individual companies, particular industries or sectors, or general market conditions. Bond prices can fluctuate, like the value of any other investment. This is provided for informational purposes only and should not be construed as investment or tax advice. Data and analysis do not represent the expected future performance of any investment product or strategy. Securities and Advisory Services offered through Harbour Investments, Inc., member SIPC. Harbour Investments Inc. does not offer tax services.
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