TruNorth Blog

News & Articles

February 20, 2019

We constantly meet with prospective clients whose current advisers, in our opinion, are not providing them what they need to be financially successful.  Here are some red flags that suggest it's time for a change.

Guessing risk tolerance. Subjective questionna...

August 16, 2017

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.

People rely on a lot of different information about costs to help inform these decisio...

April 3, 2016

 

Let’s be totally honest. If a financial advisor, broker or other so-called investment professional advises you to purchase a variable annuity in your IRA, you should in nearly every case fire that advisor or walk out of the room.

 

Why? You don’t wear a belt AND suspend...

March 20, 2016

College savings strategies are a reality in my household. My youngest is a sophomore in high school and my oldest is already in college. He is a freshman at the University of Illinois. If you read last week's Blog, that should not surprise you because the brainwashing...

March 13, 2016

Friends and family closest to me know that my passion for the Fighting Illini is borderline unhealthy, that I think Mr. T should have won an Oscar for his role as James “Clubber” Lang in Rocky III, and “retirement” may well have been a phenomenon of the 20th Century.  

...

February 14, 2016

When determining how much money you are going to have in the future, your savings rate is far more important than your rate of return. 

 

However, many investors are more likely to obsess over squeaking out a bit more performance out of their investments or twe...

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TruNorth Capital Management, LLC (TruNorth) is an investment advisor registered and regulated by the Securities and Exchange Commission (SEC). All clients and potential clients have access to important information about our business methods, fees, professional qualifications and all other pertinent business information. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

Regarding the interaction TruNorth or its representatives may have with clients and/or potential clients in ERISA-covered plans, including SEPs, SIMPLEs and non-ERISA retirement plans that are subject to Section 4975 of the IRS Code, including IRAs, Keogh plans and Solo 401(k)s (collectively "retirement plans"), TruNorth may provide non-discretionary investment advice to a specific investor, recommending or suggesting the acquisition or disposing of securities or other investment property in a retirement plan and/or recommending a rollover from a retirement plan to another. During the course of this interaction, TruNorth meets their requirements of a "level-fee fiduciary" and adheres to the Impartial Conduct Standards that require TruNorth to a) provide advice that is in the client's best interest, b) receive only reasonable compensation for its advice and; c) not make materially misleading statements. 

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