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Tag: investment costs

Reduce Investment Costs With Institutional Shares

Watch this video on YouTube One of the low points of my career was the day I lost a client because another advisor “had found a way to put their clients into the lowest cost shares available only to large institutions.” This experience was especially...

Find Out Hidden Costs of Guaranteed and No-Fee Investments

Watch this video on YouTube Annuities are popular investments; almost every new client I see has one. Part of any investment adviser’s due diligence is to understand the history and intentions of the investments in a portfolio. When I ask why someone purchased an...