Here is my case about why an investment fiduciary advisor will not always meet your best interests. The meaning of fiduciary is a little more complicated than asking this simple question, “Are you a fiduciary?” I understand why someone would ask that question! But the meaning of fiduciary is a little more complicated than that…
James Brewer
Some people are shocked when they hear what my financial advisor fee is. Some of those people have 401(k) accounts or IRAs where they pay commissions. However, they don’t know what share class means nor do they have an idea of how much they actually pay in commissions. Some people have paid investment professionals investment…
Everyone who calls themselves a financial planner is not legitimate. A Financial Planning Services Board study found that just 22 percent of consumers feel strongly confident that they will achieve their financial goals, with only 17 percent believing strongly in their financial know-how, and 19 percent feel they are successful at sticking to their financial…
Some people are shocked when they hear my transparent, financial advisory fee. Some of those people have 401(k) accounts or IRAs where they pay commissions. However, they don’t know what share class means nor have an idea how much they pay in commissions. Some have investment professionals who charge investment advisory fees. I have not…
James Brewer
Credit cards make spending money easy but without making us think much about how much we are spending. Then the bill comes and our payment is bigger than last month’s. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), I often hear “Mr. Brewer, I don’t have any money to invest.” Are there funds that you just…
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