Tag: investment expenses

3 Tips To Managing Your Investments Smarter In Retirement

Retirement means no more hard work, right?  Think again!  When you retire, your new job is to make sure your money lasts long enough to...

Why the Fiduciary Standard is Important to You!

President Harry Truman quoted “If you can’t convince them, confuse them”.  In the financial planning world this statement has truth.  Financial products are becoming more...

5 Retirement Risks That Bite – Infographic

You are exposed to five potentially catastrophic financial risks, unless you are lucky enough to be in the top 15% of wage earners who have...

5 Critical Differences between Financial Advisors and Robo Advisors – Infographic

Your assets are going to be invested in the global securities markets. The question is how do the assets get from where they are now...

Everything You Ever Wanted to Know about Investment Expenses – Infographic

“Every dollar of investment expense is one less dollar you have available for re-investment and your future use.” Very few financial advisors volunteer complete, accurate...

5 Reasons Why the Location of Your Financial Advisor Does Not Matter – upd Jan’15

Many of the best financial advisors are located in major cities. Millions of investors, who use the services of financial advisors, are located in smaller...

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