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Caveat Emptor When Buying Annuities

The financial services industry has done a poor job with making things simple and easy to understand for the majority of the public. There are 50-page mortgage documents, 100-page fund prospectuses, and we currently have an unnecessary and onerous debate…

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How Do I Choose The Right Advisor?

Last year, we posted a blog that talked about a Broker vs. Fiduciary (fee only independent advisor). There was a video that we posted along with it that explains these differences by comparing them to a Butcher vs. Dietician. The…

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Broker vs. Fiduciary

Hi to our All Star Client! It’s us again, talking about why we are different than brokers. We found a great 2.5 minute video on Youtube that is REALLY good. Please take the time to view this and for all…

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