True Link blog

The Impacts of the DOL Fiduciary Rule & How Advisors Can Adapt
Published by:
George Guererro
On:
January 12, 2017
On April 6, 2016, The US Department of Labor released its much debated “Conflict of Interest Rule”, broadening the definition of “investment advice fiduciary” under the Employee Retirement Income Security Act of 1974 (ERISA) thus transforming the landscape for retirement investment advice for years to come.
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Retiree Wish List: 9 Gifts that Mom & Dad Actually Want
Published by:
Arden Elizabeth
On:
December 20, 2016
With the holiday season in full swing, many of us are scrambling to find the perfect gift for everyone on our list. And in many cases, it is the adults – especially retirees like our parents – that can be the hardest to buy for. But have no fear, help is here! With gift ideas from affordable to splurge-worthy, here’s what we’re betting your loved ones are hoping for this year.
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What’s Unique About Our Methodology?
Published by:
Kai Stinchcombe
On:
December 12, 2016
We combine the best of traditional approaches with a unique focus on the needs of retired adults. Here’s a bit more about our methodology…
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True Link's Guide to Annuities
Published by:
Kai Stinchcombe
On:
November 22, 2016
Here’s the low down on annuities – what kinds there are, their pros and cons, and how to make an informed choice, whether or not you hire True Link as your financial advisor. What is an annuity? There are many different types of annuities, but what they all have in common is: in return for some amount of money upfront, an insurance company promises to pay you a certain amount of income in the future.
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True Link Financial Advisors to Provide Wealth Management for Jewish Los Angeles Special Needs Trust
Published by:
Jeremiah Wrigley
On:
August 19, 2016
True Link is excited to announce that True Link Financial Advisors, the company's wealth management division offering a diverse suite of investment and capital planning solutions, has been selected to provide investment management for the Jewish Los Angeles Special Needs Trust. Trust beneficiaries will benefit from a world-class investment team that focuses on serving individuals with disabilities.
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