Posts Tagged "Transparency"

Children Jumping 314 x 314

Wealth Management Is Not Just For The “Wealthy”

When I speak with clients or potential clients I hear the following statement all the time. “Your services sound great but I don’t have that much money to invest” or “My net worth is not high enough to build a
Read More
Investment Returns 314 x 314

Do We Focus Too Much on Returns?

When you’re thinking about investing money do you focus too much on the historical trailing returns of the investment you are researching? It is ok if you do it, guess what I do it also! The real question is should
Read More
Notebook 314 x 314

Top 11 Questions For Investors

I often find that many investors do not know the answers to many of these important questions.  Here is your guide to understanding your investments; What are the overall objectives of the portfolios? What fees are you paying? How are
Read More
Lenses 314 x 314

Transparency is Essential!

While I was a designing a 401(k) plan for a company I am working with I started thinking about how important transparency is while working with an investment advisor, investment company, a mutual fund company, a 401(k) provider, etc… It
Read More