The Value of an Advisor Part 4: Cost Effective Implementation
Cost effective portfolio implementation should be a critical component of every advisor’s toolkit. This is based on the simple truth: Gross investment returns – Costs = Net investment returns. Costs […]
The Value of an Advisor Part 3: Asset Allocation
Study after study has shown that a portfolio’s asset allocation – the precise mix of equities, fixed income, alternatives, etc., should be the most important determinant of investment returns. The […]
The Value of an Advisor Part Two: Asset Location
Over the years, we have reviewed many non-client advised asset statements, and are always shocked to see instances where the asset allocation in tax-advantaged accounts is identical to the asset […]
Stacking Retirement Accounts: SEP IRA or Solo 401(k)
Stacking retirement accounts is a little-known strategy that will grow your retirement nest egg tax deferred while sheltering income from the IRS. Once you decide to stack retirement accounts, it’s […]
The Value of an Advisor Part One: 7 Strategies to Quantifying the Value
An 8 part series exploring the value that a fiduciary advisor may bring to client relationships Most, if not all, fiduciary advisors are confident they are able to deliver significant […]
