Sarah Ruef-Lindquist, JD, CTFA
Sarah believes sound, thoughtful planning is a gift we give ourselves, our families and our community.
She is a lawyer and seasoned non-profit executive who has worked with dozens of organizations, individuals and families as a philanthropic advisor and senior trust officer. She holds the Certified Trust and Fiduciary Advisor certification and FINRA Series 7 and 66 registrations through Commonwealth Financial Network. Sarah and her husband live in Camden. The Financial Advisors of Allen Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network (R), Member FINRA/SIPC, a Registered Investment Adviser. Allen Insurance and Financial, 31 Chestnut Street, Camden, ME 04843. 207-236-8376.
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The SECURE Act Sarah Ruef-Lindquist
Happy New Year!
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Market Faces More Turbulence, But Positive Trends Continue Presented by Sarah Ruef-Lindquist, JD, CTFA
It’s been a tough time for the markets. Indeed, we recently saw the largest stock market drop of 2019.
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Market Update for the Month Ending July 31, 2019 Presented by Sarah Ruef-Lindquist, JD, CTFA
Positive July for U.S. markets
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Market Update for the Quarter Ending June 30, 2019 Presented by Sarah Ruef-Lindquist, JD, CTFA
Strong June leads to positive quarter for markets
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As financial advisors, we are not afraid to use the “F” word: Fiduciary By Sarah Ruef-Lindquist, JD, CTFA
Several years ago there was a lot in the news about a “fiduciary rule” that was going to change how advisors worked; the imposition of a fiduciary standard of behavior meant that advisors would hav
