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Stop Over Paying Your Broker
by Johnny Daswani, Alpha Street
Do you know how your money is currently managed?
Do you know how much you are paying to have your money managed?
Many times, if you are working with a larger brokerage firm or asset manager the advisor will use “Managed Accounts.” What is a managed account? A managed account has more than one meaning, it could be what’s called a Separately Managed Account, which is like a mutual fund managed specifically for you.
Kaizen
by Darren Straniero, Onplane Financial Advisors LLC
Our youngest son, Sutton, is playing baseball again this season. The team is comprised mostly of 7 year olds. So far, we've had a few practices and two games. And let me tell you…they stink.
Seriously. They're not good. After our last game Jill said to me, "It's like watching The Bad News Bears."
And she's not wrong.
The Great Chase
by Darren Straniero, Onplane Financial Advisors LLC
Last week I showed you the financial planning formula. Here it is again:
WEALTH = $$$ X YEARS X % (AKA RATE OF RETURN)
Pop quiz: of the four factors in our formula, how many of them are variable?
If you answered all of them, go ahead and give yourself a round of applause. One of the issues with our formula is exactly that: all of the factors are variable.
An Uncle’s Guide to Education Savings. (Grandparents, You Can Use This, Too)
by Craig Joncas, Penobscot Financial Advisors
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
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Good Financial Reads: Where to Invest, Rethinking College, and More
Good Financial Reads: Traveler's Edition
