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Alex Doll, CFA, CFP®
Mar 27, 20195 min read
6 Questions to Ask Your Financial Advisor
1. Are you a Fiduciary? Believe it or not many financial advisors are not always required to put the interest of the client first. The...


Alex Doll, CFA, CFP®
Mar 13, 20195 min read
What to Do With Your 401(k) When You Retire or Leave Your Company
One question that I seem to be getting more and more lately is either: “I’ve retired, should I keep my money in my 401(k) or roll it into...
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