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Joseph Alfonso, CFP®, ChFC®, EA, RICP®, Principal, Aegis Financial Advisory, Named ‘Best Practices Advisor’ By Institute for the Fiduciary Standard
Lake Oswego, OR (PRWeb) March 26, 2017 Vanguard Founder John C. (Jack) Bogle, Personal Finance Writer, Jane Bryant Quinn endorse Best Practices, speak on importance of fiduciary standard to investors Lake Oswego, OR, March 26, 2017 — Joseph Alfonso, CFP®,...
Finding the Right Financial Adviser
Wednesday, October 01, 2014 | Joe Alfonso, GoLocalPDX Contributor No one wakes up in the morning and decides that today is the day they will hire a financial adviser. It usually takes a big “spear in the back,” such as...
Don’t Talk To A Butcher When You Need A Dietitian
The following is a great video explaining the difference between a stock broker and a fiduciary. The Butcher Versus the Dietitian...
Active Versus Passive Investing
There exists a long-running debate regarding whether it is possible for individual investors to outperform the broader stock market consistently over time. On one side are those who believe that there are investors who have an inherent ability to outperform,...