No. 35 of 106 Things We Do For Clients Help you evaluate the differences in risk levels between various fixed-income investments such as government bonds and corporate bonds.
How much value does a fiduciary financial planner add to your investment portfolio each year? Four percent, according to Russell Investments’ 2017 update to the firm’s annual “value of an advisor” analysis. If you do the math quickly, that seems like an incredible deal. Since most financial planners charge a starting fee of around 1%, […]
No. 34 of 106 Things We Do For Clients Convert your investments to lifetime income.
I recently learned about an unexpected response to the new Department of Labor rule which mandates that all financial advisors and brokers act as fiduciaries (that is, in the best interest of the consumer) when dealing with customers’ retirement plans. This means brokers will be discouraged from selling high fee and commission products to a […]
No. 33 of 106 Things We Do For Clients Look “inside” your mutual funds to compare how many of their holdings duplicate each other.