Stephen Iaconis

Don’t Wait for Those Storm Clouds to Appear to Start Saving for a Rainy Day

This is the time of year when many folks are in flux. The Holidays, Valentines Day, and even Easter is in our rear-view mirror(s), which means there are fewer gift-giving situations that are occupying our money and resources. Since Tax Season is upon us, many are revealing that their financial situations are better right now than they have ever been in years’ past. According to Stephen Iaconis, Managing Director and Wealth Advisor of Level Four Wealth Management, the number of two-income households… Read More »Don’t Wait for Those Storm Clouds to Appear to Start Saving for a Rainy Day

Fiduciary duty does not guarantee you won’t get bad advice: Learn those “fee-based” facts here

When the Department of Labor rolled out its Fiduciary Duty Rule for brokers, it seemed like a no-brainer to many.  At its core, after all, the whole point of forcing brokers and wealth management folks to assume “a fiduciary standard” with their clients, ensuring going forward clients would receive solid financial advice designed to serve their best interests. Those held to a “fiduciary duty” standard are expected to handle their clients’ affairs with the same prudence they would in managing… Read More »Fiduciary duty does not guarantee you won’t get bad advice: Learn those “fee-based” facts here

When It Comes to Financial Advisors, Know the Difference Between Being Coached Vs. Being Coerced

Money. Whether you have a little or a lot of it, it’s yours and you’ve worked hard for it. When it comes to choosing how to save and where to invest, you may not be certain of what to do. So, you call in the experienced professionals—financial advisors, wealth management folks, people who are trained in the art of pursuing growth for your account and diversifying your portfolio. According to longtime CERTIFIED FINANCIAL PLANNER™ and Managing Director of Level Four Wealth… Read More »When It Comes to Financial Advisors, Know the Difference Between Being Coached Vs. Being Coerced