Short reads on the things worth understanding before you invest. Narstar manages three model portfolios you can be matched to.
A federal court vacated the Department of Labor's fiduciary rule in March 2026. The rule is gone. This covers what it would have required, how the court threw it out, and the legal standards that still apply to your retirement accounts.
Fiduciary duty is a legal obligation, not a marketing claim. This covers what it actually requires, who it applies to (and who it doesn't), how it differs from the Regulation Best Interest standard, and where to look up an adviser's status on public records.
Owning a share means owning a small piece of a real company. This covers how companies raise money by issuing stock, the two ways you can make money from a stock (and how you can lose it), and where individual stocks fit in Narstar's portfolios.
What each one is, how they compare on cost, taxes, and trading, and why Narstar invests in individual stocks instead of either.
Where to search, what public records to pull, and the questions worth asking before you hire anyone. No directories that charge advisers for placement.
A rollover moves your old 401(k) into an IRA without a tax hit, but only if you do it right. Covers the direct vs. indirect difference, what happens to the money while it's moving, and what Narstar manages at IBKR once the transfer settles.
Traditional, Roth, SEP, 401(k): each one has different tax rules, different contribution limits, and different constraints on what you can invest in. Covers the key differences and which of these Narstar manages at Interactive Brokers.
"Fee-only" and "fee-based" sound the same. They're not. One adviser earns money only from you; the other can also earn commissions from the products they sell you. Here's what each one actually means and how to tell which you're dealing with.
How robo-advisors work, what they do well, where they have limits, and how to tell whether one fits your situation.
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