As a financial planner, I get a wide range of questions from people who are considering hiring me to help them address an issue they’re facing. Some of them have very specific concerns about an investment they’re considering or the diversity of their portfolios. But...
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CERTIFIED FINANCIAL PLANNER™ vs Financial Advisor: What’s the Difference?
Recently, a client told me about a conversation they’d had with a friend. The client’s friend claimed they did not work with a financial advisor because advisors charge high commissions. This is a misconception that many, many people hold as the truth - and most...
Understanding Expense Ratios
Most investors look at their statements and see the “advisory fee” they pay from their account. But many investors are surprised to find out that the mutual funds they hold also charge them a fee that never shows up on their statement! [sdm_download id="3657"...
Understanding Investment Fees
The higher the investment fees, the lower your return. This simple fact makes it critical that every investor understand the type of investment fees they are paying and why. Such fees include, but are not limited to the below: Management or Advisory Fees Transaction...
How Fees Erode Your Wealth
See how that extra .75% a year in your total fees compounds over the long term and greatly reduces your wealth!
The Ultimate Guide for Choosing Financial Advice
There is no shortage of financial guidance available to investors at all income levels, but it’s important to understand which type of financial help is right for you. Download this comprehensive whitepaper for information about: financial designations different types...
The True Value of Financial Planning
The investing world is changing rapidly. We want to give you the insights and information you need to successfully leverage the changes we see in the way investment management is done. Download our latest whitepaper for information about: Why investment management...