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Training Page

[Test] Understanding the Fiduciary Standard

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The fiduciary standard is the highest regulatory standard of care in the investment advisory business. It requires us to place the interest of our clients before our own. 

It's a best practice to begin each section with a meaningful title

This is a paragraph module and here's some sample text. There are four underlying premises:
  • Accumulate wealth over time
  • Have a specific goal or strategy
  • Systematic investing - through payroll deduction, otherwise known as Dollar Cost Investing or Averaging.
  • Rebalance to the goal/strategy -  participants  take advantage of selling high,  buying low. CTMA Wealth Management Team.

Download our 2018 401k Plan Overview. 
This is a block quote and here's a sample quote: "Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas." ~ Paul Samuelson
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
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  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Rebrand
    • Blog
    • Podcast
  • Contact
  • Account Access
  • My Guil