Comments for Just Puckett http://beaconwm.wordpress.com Investment, Retirement, Commentary, Etc. Sun, 27 Sep 2009 21:36:19 +0000 http://wordpress.com/ hourly 1 Comment on What squirrels can teach us about investing by Senan http://beaconwm.wordpress.com/2009/05/19/what-squirrels-can-teach-us-about-investing/#comment-255 Senan Sun, 27 Sep 2009 21:36:19 +0000 http://beaconwm.wordpress.com/?p=16#comment-255 Enjoyed the post. I wish I had your ability to relax and watch squirrels all day. I agree with the idea of squirreling away dividends. Enjoyed the post. I wish I had your ability to relax and watch squirrels all day. I agree with the idea of squirreling away dividends.

]]> Comment on What, exactly, does fiduciary really mean? – Investment News by Kate McBride http://beaconwm.wordpress.com/2009/07/23/what-exactly-does-fiduciary-really-mean-investment-news/#comment-249 Kate McBride Tue, 11 Aug 2009 15:06:14 +0000 http://beaconwm.wordpress.com/2009/07/23/what-exactly-does-fiduciary-really-mean-investment-news/#comment-249 A group that includes leaders in the investment industry, The Committee for the Fiduciary Standard, has called on Congress to “adopt an authentic fiduciary standard in Wall Street reforms,” and offered “five core principles” of the fiduciary standard to help individual investors understand the differences between the investment advisors' fiduciary standard and brokers' "suitability standard." The five core principles are: · Put the client’s best interests first; · Act with prudence; that is, with the skill, care, diligence and good judgment of a professional; · Do not mislead clients; provide conspicuous, full and fair disclosure of all important facts; · Avoid conflicts of interest; and · Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts. To show support for the authentic fiduciary standard, the Committee is urging investors and financial industry professionals who agree with putting investor's interests first to sign a petition registering that point of view and calling Congress to put investors’ best interests first To read more: http://www.wealthmanagerweb.com/News/2009/7/Pages/Five-Core-Principles-of-the-Authentic-Fiduciary-Standard.aspx A group that includes leaders in the investment industry, The Committee for the Fiduciary Standard, has called on Congress to “adopt an authentic fiduciary standard in Wall Street reforms,” and offered “five core principles” of the fiduciary standard to help individual investors understand the differences between the investment advisors’ fiduciary standard and brokers’ “suitability standard.”

The five core principles are:
· Put the client’s best interests first;
· Act with prudence; that is, with the skill, care, diligence and good judgment of a professional;
· Do not mislead clients; provide conspicuous, full and fair disclosure of all important facts;
· Avoid conflicts of interest; and
· Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts.

To show support for the authentic fiduciary standard, the Committee is urging investors and financial industry professionals who agree with putting investor’s interests first to sign a petition registering that point of view and calling Congress to put investors’ best interests first
To read more:
http://www.wealthmanagerweb.com/News/2009/7/Pages/Five-Core-Principles-of-the-Authentic-Fiduciary-Standard.aspx

]]> Comment on Introducing “Just Puckett”! by Paul Puckett http://beaconwm.wordpress.com/2009/03/30/hello-world/#comment-1 Paul Puckett Mon, 30 Mar 2009 15:15:49 +0000 #comment-1 Feel free to comment on anything I've written or add your two cents. To help me comply with Investment Regulations, no testimonials about me, Beacon Wealth Advisors, LLC, or any products that I recommended. Testimonials are not allowed to those of us that serve as Investment Advisors! Other than that, have at it! Feel free to comment on anything I’ve written or add your two cents. To help me comply with Investment Regulations, no testimonials about me, Beacon Wealth Advisors, LLC, or any products that I recommended. Testimonials are not allowed to those of us that serve as Investment Advisors!

Other than that, have at it!

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