Dunston Financial Group to Become First to Merge with Moneta

by lynnd | Oct 4, 2019 | Fee-only Financial Planning, Financial Planning, Investing, Uncategorized

Since we started our firm in 2015, we are proud of the growth and success we have achieved together with our clients, friends, and professional colleagues. We are thankful for the trust and confidence our clients have placed in us, and we are grateful for the...

The End of the Fiduciary Rule and What It Means to You

by lynnd | Sep 24, 2018 | Fee-only Financial Planning, Financial Planning, Investing

As of June 21, 2018, The U.S. Fifth Circuit Court of Appeals officially vacated the Obama-era Fiduciary Rule-, a rule that sought to hold more financial institutions and advisors to a fiduciary standard of care and obligate them to act in their clients’ best...

Before You Pay for Financial Advice, Read This Guide via The NY Times

by lynnd | Jun 21, 2017 | Fee-only Financial Planning, Financial Planning

This blog post was written by Lynn Dunston prior to his joining Moneta Group Investment Advisors. The opinions expressed herein are exclusively those of Lynn Dunston; any references to “firm”, “we” or the like relate exclusively to Dunston’s prior firm Dunston...

The 21 Questions You’re Going to Need to Ask About Investment Fees

by lynnd | Feb 23, 2017 | Advisor Compensation, Fee-only Financial Planning, Financial Planning, Investing, money, Retirement Planning

This blog post was written by Lynn Dunston prior to his joining Moneta Group Investment Advisors. The opinions expressed herein are exclusively those of Lynn Dunston; any references to “firm”, “we” or the like relate exclusively to Dunston’s prior firm Dunston...

Sales Vs Advice: The $17 Billion Problem That Caused Me to Become a Fee-only Financial Planner

by lynnd | Dec 21, 2015 | Advisor Compensation, Fee-only Financial Planning, Investing, Retirement Planning

This blog post was written by Lynn Dunston prior to his joining Moneta Group Investment Advisors. The opinions expressed herein are exclusively those of Lynn Dunston; any references to “firm”, “we” or the like relate exclusively to Dunston’s prior firm Dunston...