Fees

Have you ever asked an adviser this question?  Or thought an adviser is capable of watching the markets and doing this for you?  This might be the most recurring question that I have heard from [...]

The latest trick being used by many financial advisors and firms to get you to invest with them or buy their crappy products to provide value to their clients is to imply that they can help you [...]

Do you do business with a friend?  In what capacity?  How is that working out?  Has it complicated your personal and professional life?  Do you regret the whole situation?  For some people this [...]

Believe it or not, this was the message that I heard from a financial advisor in 1996. He was presenting to employees at a non-profit in Minnetonka Minnesota.  His firm is one of the largest and [...]

Does this sound like anything you might have heard?  ”We offer the most comprehensive approach in a new paradigm of total portfolio management.  So you don’t have to, we continuously monitor the [...]

I drive a Honda Accord and the battery recently died.  So the radio wouldn’t work.  What a disaster, right?  For a few days I had to drive around and just think to myself.  How painful! The [...]

The name of the book is If You Can.  This “book,” if you can call it that, has gotten attention from some corners of the financial services industry.  While you may not be familiar with Bill [...]

The Financial or Retirement Plan.  Are you in the market for a financial or retirement plan?  At PlanVision, we support planning a lot!  We actually think that the process of planning for your [...]

Let me say up front that I don’t like to do self-promotional blogs.  But I am going to do one anyway!  We are proud of how we help our clients.  It’s simple.  Our individual and employer clients [...]

I while back I had an Aha! moment in my career – thanks to my brother.  After about 18 years in the business, it has become obvious to me that investors of all types grossly overpay for [...]