How Fiduciary Advisors Make Investment Decisions: A Transparent Look Behind the Process
When families and business owners entrust someone with investment decisions, they deserve to understand how those decisions are made. Yet many investors never see the process behind portfolio recommendations. Instead, they receive a list of investments without much explanation. A fiduciary approach is different. Rather than focusing on products or sales incentives, a fiduciary advisor…
Judeo-Christian Stewardship in Financial Planning: A Clear Starting Point for 2026
At its core, Judeo-Christian stewardship in financial planning frames wealth as a responsibility rather than a possession. From the outset, this approach makes the topic clear: wealth decisions should reflect wisdom, foresight, and care for others, not just personal gain. As 2026 begins, this framework offers families and business owners a steady and principled way to think…
Financial Advisors, Fiduciaries, and the First Amendment
Eddleman and Eddleman LLC has chosen to be a fiduciary for more than a decade. And while we believe that a fiduciary implementation is the best for clients, we also believe that individuals should have the option to choose how they implement financial services. But, there’s been a battle raging over this same decade of who is…
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