As quoted in ComparisonAdviser’s article titled “Is a 1% Financial Advisor Fee Worth It?” Hiring a financial advisor is one of the most important financial decisions you’ll make. And let’s be honest — it’s not cheap. If you’re like most people, you’ve probably wondered at some point: “What am I actually getting for this fee?” […]
Long-term care insurance (LTCi) was supposed to be the answer—an insurance solution to protect retirees and their families from the crushing costs of extended care. But as policyholders are now discovering, it’s not that simple. Too many people make critical mistakes with their LTC policies—mistakes that can cost tens, if not hundreds, of thousands of […]
A Financial Advisor’s Perspective on Rental Property Financial Planning If you’re anything like our clients—you’ve probably had moments where real estate investments leave you scratching your head. From a pure numbers perspective, they often don’t look as great as traditional portfolios. But peel back a few layers, and there’s a lot more to the story. […]
The faith-based investing truth isn’t something many Christians want to hear: your portfolio won’t save the world. That may sound blunt, but it’s a message worth exploring. Like its secular cousin ESG investing, faith-based investing is often more sizzle than steak—a marketing-driven framework that promises impact but rarely delivers results. It appeals to our convictions, […]
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