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.
It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s direction. On one hand, the performance of the stock market during the two months leading up to the election has been somewhat of a predictor of who will win the race.
Click below to read our April 2016 Monthly Update.
If you are the parents or grandparents of child of any age chances are good that the escalating costs of higher education are on your mind.