Tag Archive for ‘financial planning services’
Index Investing Means Low Fees
Low Fees and Index Returns Attract ETF Investors
Index investing allows investors to put their money to work with some of the lowest costs in the industry. If low fees for financial services concern you the most, this may be the starting point for your future planning.
New investment products in the last decade allow individuals with relatively smaller portfolios to use ETF’s in order to gain out-sized diversification in a variety of indices. The financial press has widely publicized that typical management fees for index funds are under 20 bips (0.2 percent) which makes them some of the lowest fee choices available. The popular thinking equates greater returns on investment with lowered fees for services.
5 Fundamentals for Success
These times demand that you manage your money with sound fundamentals in mind. Most people think that investing is about buying stocks and watching the price of their assets go up from the moment they buy. That’s for amateurs and gamblers.
Fee Only Planning Services
Get Objective, Unbiased Advice
The popular press touts Fee-Only planning as the best arrangement for obtaining financial planning. This arrangement supposedly insures objectivity and unbiased advice for the lowest possible price. In some instances, this is the best arrangement to make. If price is the only concern, then fee-only arrangements make sense for those with at least $750,000 in retirement funds.
Looking Inside Annuity Contracts
The popular press paints them as one of the greatest scams of the century. Yet, the growth in popularity and inflows has increased over the last ten years. When an investor uses the annuity contract correctly, he can avail himself of services and safety unavailable elsewhere.
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