SEEDS OF KNOWLEDGE

Complexity, Not Balance, Should Drive Your Fee Another dimension of the big-firm model rarely gets discussed. AUM models charge clients the same amount for a given level of assets, even though one client may have a much more complicated financial situation than another.

There’s a statement tucked into Edward Jones’ Revenue Sharing Disclosure that every investor should read carefully: “We want you to...

By Todd Pouliot, AIF As a small business owner, offering a retirement plan to your employees is a great way to attract and retain top...

Health Savings Accounts (HSAs) are powerful financial tools that offer numerous benefits for those looking to save for healthcare...

Annuities are highly complicated financial products. One of the main factors you should consider is commissions. Why, because I used to...

First, why did I write this? In the first half of 2023, total annuity sales jumped 28% to $182.7 billion. This marks the highest sales...