Fees
We 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 MoreA report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a financial advisor—don’t feel optimistic about their transition to retirement. If you’ve ever worried […]
Read MorePlanning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to, po-tah-to,” we don’t blame you. But unlike Fred and Ginger, we really are talking about two […]
Read MoreSecret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You know that friend or relative who’s always telling you they’ve “got a guy” who can […]
Read MoreFind Out What Makes Us Different from a Financial Advisor For most people, the financial services industry can be downright intimidating. With all the jargon and complexities, it’s no wonder […]
Read MoreYou Could Go It Alone, But Here’s Why We Don’t Recommend It You might have seen a late-night infomercial or two that promises to sell you something that will make […]
Read MoreThe Price Could Be Greater Than You Think Imagine you’re in the lightning round of a game show and the question is, “How much does your financial planner cost?” […]
Read MoreDon’t Let Them Have YOUR Cake and Eat It Too! Preparing for retirement is a bit like baking a layer cake. You diligently bring together the right ingredients—adding, saving, […]
Read MoreKnow the difference between fixed and percentage fees Is it rude to ask someone how they make their money? Not if it’s your financial planner. In fact, you should ask because their answer can have serious […]
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