There is an increasing appetite and expectation for transparency
There is an increasing appetite for transparency. People are more curious than ever. This has had implications for you on how your investments are handled. The expectation of the modern-day investor is to better understand the details of investing. Humans have always been curious. As a society, we are used to finding out what we […]
A heart to heart talk about the cost of receiving investment advice
For decades, the true cost of advice has been a “dirty little secret”. Many investors were not aware of what they were paying for financial advice. In my opinion, that was by design. For those of you who have read previous columns, my views are clear. Industry participants including investment advisors, mutual fund companies, and […]
