Addis & Hill has always talked about the importance of hiring a financial advisor that operates as a fiduciary. Why? Because a fiduciary must put a client’s interests ahead of their own. Those that sell annuities and other financial products operate under a different standard. After sixteen years of operating as a fiduciary, we might be on the verge of leveling the playing field and protecting the public from the sharks! Quick read on the topic:
How Private Activity Bonds Can Boost Your Retirement Strategy
May 16, 2025
Discover how private activity bonds offer tax-free income and risk-managed growth for retirement. A smart move for long-term investors.
