Archive for January, 2012

WSJ: The Battle Over Brokers’ Duty to Their Clients Reaches a Standstill

Articles | Posted by highlandsw
Jan 24 2012

An article in today’s Wall Street Journal exposes the difference in fiduciary standards between traditional brokers and investment advisors like Highlands Wealth Advisors:

http://online.wsj.com/article/SB10001424052970204301404577171112474127468.html?mod=ITP_moneyandinvesting_5

End of the 4th Quarter

Highlands Wealth Advisors Updates | Posted by highlandsw
Jan 03 2012

A strong rally in the 4th quarter caps off a volatile year in the financial markets with most major indices relatively flat versus a year ago.  Clients of Highlands Wealth Advisors can expect their Quarterly Review packages to be mailed out in mid-January.