Watch this video on YouTube Fifty years ago I scraped together $100 that I earned moving lawns and invested in my first stocks. I had heard a person could make a lot of money owning stocks. The ones I bought were all very small regional companies that I selected with...
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. All bonds are the same, right? Wrong! Bonds are no more similar than a micro-cap Taiwanese...
Watch this video on YouTube 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...
No. 34 of 106 Things We Do For Clients Convert your investments to lifetime income. This is one of those functions of retiring that most of us think is a simple task, until we are faced with figuring out the logistics. How do you create a steady monthly income from...
Watch this video on YouTube 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’...
