Don't plan to fail by failing to plan.
A Fee, or a Tax?
No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.
Fear Marketers – Not the Market
It's not the Market that is bad; often it's the Marketers who lead us astray.
Jamie-isms, If There Is Such A Thing
I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.
But the Commercials Are So Good!
For a long time, insurance companies have misled consumers to believe they were receiving good advice. Those days are coming to an end.
The Wealth Management Commission (a.k.a. Fee)
Advisors claim to be fiduciaries, but do their fee schedules match that claim?
Selecting a Financial Advisor
Let's take a high-level look at the steps involved when selecting a financial advisor.
Why Fees Matter
There are few certainties in life, and probably even fewer when it comes to investing. One guarantee that I can make is this: what you don't spend, you get to keep. Fees matter. Especially when it comes to your money. Those fees come in many designs, from professional advisor fees, to trading fees, to product … Continue reading Why Fees Matter