Blog

The difference between a high cost fund and a similar low cost fund can really add up over time and can make a big difference with the lifestyle and peace of mind during one’s retirement.

During client meetings when the topic of investment plan stick-to-itiveness arises, I tell the story of the penny and the power of compounding.

Getting all stockbrokers, financial planners and insurance agents to act in the best interests of their clients is a struggle that financial firms and their regulators still haven’t resolved.