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Before You Ring In the New Year, Remember These Year-End Financial Deadlines

With the end of 2018 rapidly approaching, Roof Advisory Group would like to share some year-end financial deadlines and helpful…

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Schwab Alliance

New ‘Personal Value’ Graph on Schwab Alliance

New ‘Personal Value’ Graph on Schwab Alliance Some of you may have noticed the ‘Personal Value’ graph that now appears…

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Fiduciary Standards

Fiduciary Standards, Department of Labor, and the SEC : What Does It Mean to Me?

DOL, SEC, and Fiduciary Standards: What Does It Mean to Me? In March of this year, the (DOL) Department of…

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