This is an ongoing series exploring the various financial advice fee models. In part one, I looked at the overall fee and commission landscape and discussed the incentives inherent in the commission only model. In this post I will be discussing the fee only model, specifically fees based on a percentage of the assets being […]
Financial Advice Fee Models Part 2: AUM Fees Read More »
After multiple decades of mostly low or falling inflation we may be entering a new financial era of generally higher inflation and interest rates. Because many of us are not used to this dynamic (my career for example began in 2000) I have been exploring various thoughts on what this might mean for investment strategy,
What I’m Reading 11/10/2022 Read More »
“Show me the incentive and I will show you the outcome.” Charlie Munger When seeking financial planning and investment advice it is important to understand how much you are paying for the advice. This is a key question I recommend asking your Advisor up front (before you start working together) and should include a breakdown
Financial Advice Fee Models Part 1: Commissions Read More »
“Money makes money. And the money that money makes, makes money.” Ben Franklin What My High School Math Teacher Taught Me About Building Wealth It was towards the end of my senior year in high school. I’d already been accepted into college. Other than my final high school track season, I had an acute case
How To Get Rich Slowly Read More »
