Your WEALTH MATTERS BLOG

Isn’t an Investment Advisor the same thing as a Portfolio Manager? Well, not necessarily...

Fees are a natural part of paying for a service, whether you’re paying a mechanic to fix your engine problems or paying a firm to manage your money. Within our industry, however, fees have tended to be very convoluted, layered, and difficult to understand.

Most parents plan to leave an inheritance to their children, but they often do not go far enough in planning how much to leave, and when their child should receive it. But before any fancy planning is done, you need to first ensure the basics of estate planning are covered.