President Barack Obama’s recent endorsement of fiduciary standards for financial advisors could have significant implications for the investment industry. Said differently, the president is pushing to require financial advisors to put the client’s needs before their own. That’s right. Your advisor may not have your best interests in mind.Read More
Mutual fund fees are often discussed, but not fully appreciated by many investors. The ultimate cost of owning a fund is far greater than what meets the eye. This is primarily due to two reasons. First, only about a third of the total cost is reported by the expense ratio. Other hidden fees can more than triple this explicit expense.Read More
Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your Family Index Number; the individual rate of return you need to achieve your goals and objectives with confidence.
Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this free guide, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.
You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefits.Read More
We’re on a mission to deliver trust, transparency and accountability to clients. As your trusted advisor, we equip you with the tools you need to make educated decisions regarding your financial future. To start, we have listed 10 Important Questions That Each Investor Should Ask Their Wealth Advisor.Read More