
117 Things We Do for Our Clients - Number 8 - Help Reduce Management and Transaction Costs
8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you....
8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you....
This article explains why I NEVER recommend indexed annuities to clients. Please let me know if you have any questions. Steve...
Larry Swedroe does a great job of talking about the importance of re-balancing. Steve ============================================= Last...
It’s always good to listen to Warren Buffet. Good article by Jason Zweig. Steve ============================= That question will...
Index fund investors let the facts speak for themselves. The long-term data comparing active funds to index funds shows actively managed...
Warren Buffet is always good for a few sound bits of investing advice. We all should pay attention. Steve ==============================...
Not a surprise to me! Steve ==================================================== The bull market in stocks turned six last Monday, and...
The cost to invest in mutual funds is often couched in terms of expense ratios and commissions. These are important structural costs and...
Bullies don’t just torment their victims at school or on Facebook. And they don’t just pick on children—adults can be subject to various...
A Noble Prize winner had some sobering comments today for hundreds of financial professionals at the IMCA 2015 New York Consultants...
A great article from Michael Kay Steve ———————— From Saumya Vaishampayan of the Wall Street Journal:“Stock markets around the world...
This is a very interesting article by Jason Zweig about how are brain affects our investment choices. I think you will enjoy it. Steve...
The IRS recently announced their new retirement plan contribution limits for 2015. Some have changed, some have not. Here are the...
This is a short video on the importance of keeping investment costs low. I think you will find it interesting. Steve...
Looking for a hot stock to own for the next few months? An exchange-traded fund that will help you capitalize on trouble in the Middle...
More interesting information from Larry Swedroe – Steve ======================================== Last week, I wrote in-depth about some...
One of my favorite writers on investing is Larry Swedroe. In this article he has a great discussion of momentum – a factor that DFA...
I have noticed too much of the poor advice that they are talking about in this article. If you are retiring or are retired and have a...
I have noticed too much of the poor advice that they are talking about in this article. If you are retiring or are retired and have a...
The following is a blog by Bob Veres, one of the most respected voices in the world of financial advice. I suggest that you pay...