CDD on The National Radio Show, Issues Today

June 27th, 2019

James Di Virgilio discusses how to select a financial advisor, including what certifications to look for and how to ensure you are […]

The Importance of Being a Fiduciary- ABC Interview

February 20th, 2019

James Di Virgilio sat down with ABC in Gainesville to discuss why being a Fiduciary is so important and how to select […]

What is a Fiduciary and Why Should it Matter to Me?

November 15th, 2018

Fiduciary is quite arguably the most important word in wealth management, yet few people are familiar with what it means. The word […]

8 Investing Fees That You Should Never Pay

February 7th, 2017

Our insights are published, and featured on Investopedia.  Experience is a good school. But the fees are high. – Heinrich Heine When it […]

The Most Important Question to Ask an Advisor

October 8th, 2014

While there are lots of good questions to ask an advisor or investment professional, there is one question that must be asked […]