Assets Under Management Fees and Expenses

Your financial planner gets paid even if your account loses value, what a deal! In the past, financial planners, stock brokers and financial advisors used assets under management as a revenue source.  It works this way:  the client has $500,000 invested with the advisor and even though some of the assets may have been acquired [...]

By |2020-04-13T18:42:46+00:00March 21st, 2019|Financial Planning|

Money Management Mistakes To Avoid

Financial planning can be a challenge, which is why it is always a good idea to enlist the expertise of a skilled personal financial planner, who can help you maximize your savings strategies. Here are some of the most common money management mistakes that you should avoid in order to achieve a more successful financial future.

By |2020-04-17T23:08:37+00:00February 15th, 2019|Financial Planning|

A Christmas Card From Your Registered Investment Advisor

While you are exposed to risk in your investments, does your broker enjoy a guaranteed income from your portfolio? His income stream is called fees! It’s the week before Christmas, and the markets are tanking, and Securities Dealers should be getting a spanking. You’ve lost all the year’s gains you thought you had made, and [...]

By |2020-04-13T17:58:18+00:00December 24th, 2018|Investing|

Be Cautious Of Those Bearing Financial Advice

A recent report from the Government Accountability Office (GAO) revealed a considerable deficiency in the amount of savings set aside for retirement.   The report showed that in the group of 55-64, almost 55% of those households had little or no money set aside for retirement. For those who have saved for retirement in that age [...]

By |2020-04-13T18:59:53+00:00August 18th, 2018|Retirement Planning|