Fees
All our working lives, we dream of what we’ll do with the money we’ve saved and the newfound free time we’ve earned. Yet, upon reaching retirement, those dreams are sometimes […]
Read MoreRecently, a publication targeted toward financial advisors published an article wondering if advisor fees based on assets under management (AUM) would soon be extinct. In just two sentences, this quote […]
Read More“Set it and forget it,” is the financial industry’s refrain for retirement success; as in, invest in mutual funds, don’t touch the money, and let the magic of compound interest […]
Read MoreMaybe You Shouldn’t Hang Out with Eddie In this adaptation from Golden Reserve Founder Greg Aler’s new book, Fire Your Financial Advisor, we examine the villainous role Edward Jones has played […]
Read MorePoll your friends and family about annuities and you’re bound to get a lot of adverse reactions. They’ll likely cite at least one of these three things : While these […]
Read MoreLet’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s a compensation structure to which we’ve become accustomed. They make money when you make a […]
Read MoreWe recently heard a large, national firm use the slogan, “We do better when you do better,” and we couldn’t help but scratch our heads. On the surface it may […]
Read MoreNo one likes extra fees, especially when they are hard to understand or being intentionally hidden. You know the ones: the stealthy “service fee,” the suspicious sounding “surcharge,” or the […]
Read MoreWe don’t have to explain why the yogurt in the back of your fridge expired. And we’re all pretty clear on why you shouldn’t eat it. But what’s wrong with […]
Read MoreIf a friend or family member were to ask what your investment style is, would you say “active,” “passive,” or “something passive aggressive”? If the latter, you’re probably in the majority. […]
Read MoreAre you asking your financial planner the right questions?
Download our guide "6 Questions to Ask Before choosing Your Retirement Planner" and find out.
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