Hello Fellow Investor,
We're an independent fee-only registered investment advisory firm (RIA) for investors that are looking for a better way to invest, are fed up with poor investment performance, and high fees.
Understanding the FACTS of your investment is important. In this scenario, FACTS refer to Fees, Accessibility, Complexity and Taxes. The facts are
simple: everyone should know what they’re paying for when it comes to an investment, know how to access their money, understand how funds are invested and how taxes are paid.
Below is a short video by Tony Robbins, life coach and author of Money: Master the Game, explaining the big difference between brokers and fiduciaries. Most investors do not understand the difference and the impact it could have on any investment recommendations.
Here is the link to our May 2016 monthly update.