Nerd Alert! Watch the New Series Disrupting the Financial Industry
Fiduciary Wise, in partnership with Bell Rock Capital, is excited to announce a brand-new video series. “Two Fiduciary Nerds Disturbing the Peace” is a monthly webisode diving into thought-provoking subjects in the investment industry.
“Two Nerds” features Jackie Reeves, the Managing Director at Bell Rock Capital, a registered investment firm, and Don Jones, the Founder and a current partner at Fiduciary Wise, an ERISA Plan Fiduciary Firm. Both Jackie and Don were awarded a BCF™ (Board Certified Fiduciary™) designation from The Center for Board Certified Fiduciaries.
In this first episode, Don and Jackie discuss “nerding out” over monitoring retirement plan investments. Don asks Jackie to talk more about her method of monitoring investments in retirement plans and how they differ so much from the rest of the financial industry.
You can find the series on YouTube. Two Nerds will be published on the Fiduciary Wise YouTube channel on the last Wednesday of every month! Watch the debut episode below and don’t forget to like and subscribe to the channel.