What does “Safe” mean?

What does “Safe” mean?

In the context of investing, “safe” has relative meaning depending on many factors.  Primarily, “safe” means what is “safe” to you in your circumstances.   Some factors to consider in determining safety/risk are:   purpose for which the dollars are invested, your age,...
What is a fiduciary?

What is a fiduciary?

In the simplest terms, a fiduciary is a person who holds your best interest as his or her utmost responsibility.   SDP has operated as fiduciaries for financial planning and for all third party money management we have done since we began our business. With regard to...