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How to Uncover Investment Fees

Watch this video on YouTube Before you put money into an investment, you need to know the fees that will affect your returns. Unfortunately, discovering those fees isn’t easy. Here are some suggestions to help you ask the right questions and get complete...

106 Things We Do For Clients, No. 74

No. 74 of 106 Things We Do For Clients Strive to drop any agenda of what you “should” or “should not” do and be an exquisite listener. Like you, we are human. Sometimes our personal biases can get in the way of really listening to you. While...

Six Types of Investment Fees You Need to Uncover

Watch this video on YouTube Investment fees matter. They can make a big difference to your financial health in the long run. Before you put money into any investment, it’s vital to uncover the real costs. They typically include these six types of fees: 1. An...

106 Things We Do For Clients, No. 73

No. 73 of 106 Things We Do For Clients Serve as a human glossary of financial terms such as Modern Portfolio Theory, asset allocation, FLPs, P/E ratio, and asset class diversification. Every discipline has its own language. Investment advising and financial planning...