by admin | Sep 26, 2011 | Blog, Investments
On the surface, annuities seem like a simple investment. The investment generally entails paying an insurance company a lump sum with the expectation that, at some point, the insurance company will begin making a string of payments to you from that lump sum plus any... 
by admin | May 7, 2011 | Blog, financial plans, Investments
The total cost of financial advice includes a number of items we’ve discussed in the last few posts. For clients who work with us those costs include: The hourly cost of the plan Cost for specific investment recommendations The ongoing costs of the investments Not all... 
by admin | Apr 10, 2011 | Blog, Investments
The cost of investments is a key component of your financial plan. Regardless of whether you work with fee-only advisors or commission-based brokers, portfolio design is likely the largest cost of your plan. So how do you determine what you’re paying? First, it’s...