In our last post, we talked about a few hidden investment fees that many investors are paying, usually without even realizing it. Unfortunately, that list wasn’t complete. In this post, we continue with our list of hidden investment fees, as well as a few ways for the average investor to avoid these fees. As a… Read More

In almost every conversation I have with a prospective client, at some point, the subject of investment fees comes up. More often than not, an individual’s view of what they are paying in investment fees is far removed from reality. The problem usually stems from the fact that many of the fees a typical investor… Read More

In our last post, I talked about why your investment philosophy matters as well as the sequence of events that typically result from adhering to a poor investment philosophy. This week, we’re going talk about what a good investment philosophy looks like, as well as how to spot a bad investment philosophy. Hint: Most investors… Read More