The Fiduciary Standard

The Fiduciary Standard

What designations let you know that a financial professional will abide by it? The Department of Labor is introducing an important new rule regarding retirement plan accounts, which will be phased in during 2017 and fully implemented by 2018. Under this new rule,...
12 Expert Financial Planning Tips For 2017

12 Expert Financial Planning Tips For 2017

Many people will not achieve their financial goals in 2017 or even get started, leaving their future financial security up in the air. So decided to reach out to the professors at The American College of Financial Services, a nonprofit, accredited college in Bryn...

Financial Planning Software

Through Slate, Disharoon, Parrish and Associates you can have access to a complex software that makes tracking your finances simple. Review your investments, assets, and expenses all from one convenient secure location. It’s called eMoney and as a client of SDP,...
Value of Fee-Based Advisor

Value of Fee-Based Advisor

Why are more and more financial advisors fee-based? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale. Would you rather meet with an advisor or a...
Mind Over Money

Mind Over Money

Emotion often drives our financial decisions, even when logic should. When we go to the grocery store, we seldom shop on logic alone. We may not even buy on price. We buy one type of yogurt over another because of brand loyalty, or because one brand has more appealing...