In the financial world, "fiduciary" is a term thrown around like confetti, often losing its true meaning and raising eyebrows instead of trust. Let’s dive into what it truly means to be a “fiduciary”! What is a Fiduciary’s Duty? At its core, fiduciary duty is a solemn vow. It's a legal and ethical commitment [...]
In the intricate world of financial decision-making, clarity and objectivity are paramount. At John G. Ullman and Associates, we recognize the need for transparency and a client-centric approach. As we delve into the common inquiry regarding fee-only versus fee-based wealth management, let's explore the benefits of a fee-only model and offer an objective perspective [...]
I’m David Plante, the Director of Relationship Development here at John G. Ullman & Associates and I wanted let you know a little about what my team and I do, as we introduce an exciting new initiative that could help provide you some context about our process here at the firm. We understand that [...]
