In the News

Articles are about big issues affecting readers, individual or corporate

Certified Mutual Fund Specialist Program Institute of Business & Finance

Certified Mutual Fund Specialist Program Institute of Business & Finance

By: Tim Hayes Financial Advisor - posted in: In the News - Last updated Feb 9, 2019

San Diego, CA, September 3, 2013 – The Institute of Business & Finance (IBF) recently awarded Tim Hayes with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®). This graduate-level designation is conferred upon candidates who complete an 135+ hour educational program focusing on closed-end funds, mutual funds, ETFs, REITs, UITs and modern portfolio theory. Over $12 trillion is invested in mutual funds in the United States; half of all households own shares in at least one mutual fund.

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Cambridge Investment Research’s DOL Response

Cambridge Investment Research’s DOL Response

By: Tim Hayes Financial Advisor - posted in: In the News - Last updated Feb 9, 2019

You may have seen recent media coverage regarding a new fiduciary rule approved by the U.S. Department of Labor (DOL). This regulation will affect my business and the financial industry as we work under a new set of rules and disclosure requirements but it should not dramatically impact the most important thing to me, which is my relationship with you.

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Tim is a financial advisor that knows how to adjust your financial strategy to adapt to the change’s life throws at you.