How well-balanced is your portfolio? When you start with proper asset allocation as well as the right balance of possible risk and potential returns, you can rebalance your investments as they fluctuate over time. This allows you to “buy low and sell high” — in...
Are you in the process of moving? Have you recently relocated? Moving — even just across town — is a big decision that takes time, energy, and money to do correctly. But if you’re relocating to a new state or across the country, you may...
How basic can it get? This is part Back to Basics, part public service announcement, and 100% simple reminder: Save your money. I bring it up because it’s an easy trap to fall in to. Any number of things can disrupt your savings plan —...
We’ve already seen our first snowfall, pumpkin patches have appeared in parking lots, and squirrels are stowing food away for the winter. With Halloween just around the corner, the idea of sorting candy got me thinking about sorting money — and how I can tie...
Making sure your assets are distributed to your beneficiaries according to your wishes is likely why you planned your estate. But when is the last time you reviewed your estate plan, including the beneficiaries on your accounts?...
Losing a loved one takes a toll on us all — emotionally, physically, and mentally. As if there was not enough to work through during the grieving process, there inevitably are details to work out financially concerning the deceased....
When Jessica divorced five years ago, she had a lot of decisions to make. One consideration was whether to handle her investment management herself or to hire someone to guide her. The question being: was professional financial advice worth the cost? Learn how working with...
Andrew and Sarah are working hard, raising a family, and they have big plans. Saving for an early retirement is just the tip of the iceberg. They’d like to help their kids by paying for college and before they leave the workforce they...
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |