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Category Archives: Financial Category
The “New” Ascelepius Group
On August 11 and 12 I had the pleasure of meeting in Chicago with about a dozen NAPFA colleagues from all around the Country who have a significant portion of their practice dedicated to serving the financial advising needs of … Continue reading
Fiduciaries vs. Used Car Salesman
Fiduciaries Look Out for Your Best Interest When someone mentions a used car salesman, what comes to mind? A short, fat guy in a cheap, plaid suit, smoking a cigar with a strong New Jersey accent, right? Oh, and don’t … Continue reading
Posted in Financial Category, Life Category
Tagged best interest, brokers, commission, fiduciary, Investments
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Warning: Your investments may not be in your best interest
How do you know? Well, what you are advised to buy largely influenced by how much compensation your financial advisor or his or her firm makes on the products being sold to you. Dealing with investments and insurance products can … Continue reading
Posted in Financial Category, General, Life Category
Tagged asset management, brokerage license, brokers, commissions, compensation, conflict of interest, dual-registered investment professionals, estate planners, fee only, fee-based, fiduciaries, financial advisor, financial planners, hidden fees, incentive, investment portfolio, investment professionals, Investments, long-term costs, professional fees, trail compensation, train compensation, transaction costs
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