What is a Fiduciary and Why Should You Care?

When it comes to taking control of your finances, a financial advisor can be a great addition to your team. They offer insights and access to the investment world that most people aren’t privy to – they’re basically a power-up for your financial plans.  At the same time, it can be stressful choosing an advisor.... Continue Reading →

How to Manage Your Money Like a Boss

So you want to manage your money, but you’re not exactly sure where to start – or even what the term “money management” includes.  Whether you’re taking the first steps in money management or are already well on your way, we’ve got you covered with the strategies and tools you need to take your finances... Continue Reading →

5 Things to Do Before Filing Your Taxes

Here at Lasso, we love featuring financial advisors who really get it, and this week’s article is no different. This piece was co-authored along with Robert Schultz of Rollins Financial Advisors   Did you know that more than 150 million individual tax returns are filed every year with the IRS? With every American adult required... Continue Reading →

The Real Value of a Financial Advisor

Anyone should be able to build a plan to achieve a financial goal. It shouldn’t be a complicated process or a process that requires a lot of financial know-how.   While this is true, we also know that most people benefit from getting professional advice on their planning.  That’s why we believe in having a community... Continue Reading →

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