Retirement is a Word
Retirement is a word. That's it. Just a word.
Retirement is a word. That's it. Just a word.
Do you wonder whether your financial advisor is a fiduciary? Well, I find myself talking about this in today's article.
I promised I would share some thoughts of both positives and negatives with Direct Indexing. Here they are.
Direct Indexing is a hot "new" trend in my world. Let's break down what exactly it is in the first part of a two-parter on direct indexing.
I see a lot of concentration risk with my equity compensation clients. Everyone loves concentration risk when the stock only goes up, but how about tips to deal with it as it gets a bit more volatile.
There are lots of studies in my world about added value advisors bring to clients. This is usually referred to as Advisor Alpha. I thought I would break it down and focus in on the two most impactful factors.