Category

The Argument for Fee-Onlys

Nine Things Your Annuity Salesperson May Not Tell You

Ever been pitched a variable annuity? If you haven’t yet, there is a good chance you will be offered one at some point. Read on to find out nine things that annuity salesman may not tell you. The Fees Are… Continue Reading →

Free or Fees?

We do not need a lot of words to tell you the difference between “free” investment advice from a brokerage firm or bank and the advice we give. With us, fees are transparent and paid by you directly to us…. Continue Reading →

DOL Fiduciary Rule

  A Quick Summary of The Fiduciary Rule The Department of Labor released their long-awaited fiduciary rule today and it is making serious waves in the investment world. The rule requires that all advisors giving advice on retirement accounts (IRAs,… Continue Reading →

Where’s My Free Lunch?

“There’s no such thing as a free lunch.” Most readers have probably heard this saying, but where does it come from? Well, in the nineteenth and early twentieth centuries, saloons would offer their patrons a “free lunch” in order to… Continue Reading →

Northwestern Mutual Buys LearnVest

Recently, Northwestern Mutual purchased LearnVest, a fee-only roboadvisor. A roboadvisor is an online-based program that helps individuals allocate their investments. This acquisition has raised several eyebrows in the investment community, since Northwestern Mutual and LearnVest have seemingly very different cultures…. Continue Reading →

Clark Howard’s Thoughts on Financial Advisors

Clark Howard recommends a fee-only financial advisor.   Clark Howard is a consumer advocate and expert. He is a great resource for consumers; I recommend checking his website out. I especially admire Clark’s ability to save money in everyday situations. For example,… Continue Reading →

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