“Fee-Based” Does Not Mean Fee-Only Advisor

Watch this video on YouTube In a move that has bewildered many CFPs, the CFP Board of Standards just took a giant step backward in transparency. It chose to no longer inform consumers searching for a CFP of advisors’ compensation models. The CFP Board sets the...

Increased Demand, Too Few Financial Planners

Watch this video on YouTube If you are looking for an investment advisor, the number of companies and advisors from which to choose is almost overwhelming. The case is almost opposite if you are looking for a fiduciary financial planner—one who is client-centered and...

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...

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...

Fees Matter; Know Them Before You Invest

Watch this video on YouTube One of the most important factors affecting the success or failure of your investments is also one of the least visible: fees. When it comes to selecting managed financial investments like retirement plans, mutual funds, exchange-traded...