InvestTalk
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
InvestTalk 4-29-2024 – How Will the Best Interest Rule Impact You?
47 minutes Posted Apr 30, 2024 at 12:06 am.
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Show notes

This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman.

(Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.)

 

Today's Stocks & Topics: CAT - Caterpillar Inc., MAS - Masco Corp., Market Wrap, GGG - Graco Inc., The Final Fiduciary Rule Clarifies When Financial Professionals Must Act in the Best Interest of Their Client, VICI - VICI Properties Inc., Rollover the 403B to a Roth I-R-A, Interest Rates, AMZN - Amazon.com Inc., ARKK - ARK Innovation ETF, PFE - Pfizer Inc., Housing Bills.



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