Large brokerage houses can have institutional pressures that may limit the financial advisor's ability to advance his client's interests. Our goal as independent financial advisors is to place your interests first and serve you with unwavering focus and sound judgment. Michael Lewis' book The Big Short and Andrew Sorkin's book Too Big to Fail show how many Wall Street firms continually fail in taking care of their clients.
We understand that every client has unique needs and goals and as an independent firm we have the flexibility and ability to align our interests with yours and focus on you. Today, we're going to talk about three different things. We'll start the show with what people should do at the end of the year in regards to their finances.
We understand that every client has unique needs and goals and as an independent firm we have the flexibility and ability to align our interests with yours and focus on you. Today, we're going to talk about three different things. We'll start the show with what people should do at the end of the year in regards to their finances.
Services
Too often, large wealth management firms don't abide by the needs of their clients, instead choosing a path that prioritizes self-interest and then ducking from the public eye when their decisions go sideways. At Rigg Wealth Management, our mission is to turn that approach on its head. Here, clients are king, and our commitment to our clientele is a pact designed for mutual benefit.
I live by the themes I took to heart during my time in the U.S. Marine Corps (Semper Fidelis-Always Faithful) and Yale University (Lux et Veritas-Light and Truth). In fact, those underlying principals were the impetus behind the decision to set up my own firm.
I was raised by my grandmother and mother, served in the Marines, studied history at Yale and Cambridge, and later taught it at Southern Methodist University and American Military University.My background has shaped both my life and my business. As the child of a single mother, I have a passion for helping nontraditional investors.
I was raised by my grandmother and mother, served in the Marines, studied history at Yale and Cambridge, and later taught it at Southern Methodist University and American Military University.My background has shaped both my life and my business. As the child of a single mother, I have a passion for helping nontraditional investors.
401(k) Plan is a defined contribution plan where an employee can make contributions from his or her paycheck either before or after-tax, depending on the options offered in the plan. The contributions go into a 401(k) account, with the employee often choosing the investments based on options provided under the plan.
China is one of the largest and most powerful countries in the world with a population well over one billion. During this month, China will be celebrating 70 years of communist reign. We'll take a look at the impact of China and their economy on the rest of the world. Next, we'll talk about energy and more specifically oil and gas.
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