I would like to thank Dave Fernandez, CFP® for providing this excellent article on the difference between Fee-Only and Fee-Based. What is the Difference Between “Fee-Only” and “Fee-Based?” Do you know how your financial advisor is compensated? Two common forms of financial advisor compensation are called ”fee-only” and “fee-based.” They sound very similar, but they […]
Guest Blog Article Greg Phelps, CFP® How “Safe” Are Your Bond Investments?
How “Safe” Are Your Bond Investments? – A Guest Article from Greg Phelps, CFP® I want to thank Greg Phelps for his highly timely article on bonds, especially given the recent rise in rates. Thanks again Greg for your valuable contribution. If you are in the Las Vegas area looking for an advisor, be sure to […]
Guest Blog Article – Threats of Market Fluctations by Michael J. Garry, CFP(R), JD/MBA
Threats of Market Fluctuations? I would like to thank Michael J Garry CFP®, JD/MBA from Yardley Wealth Management for contributing to this month’s guest blog article. One of our responsibilities as an investment advisor is to understand the volatility of the markets and enable you, as the client, to understand various events as each floods […]
Guest Article by Gregory A. Johnston, CFA®, CFP® – Factor Investing
Factor Investing – I would like to thank Gregory A. Johnston, CFA®, CFP® for sharing his thoughts on Factor Investing. At Reh Wealth Advisors LLC, we use some of the principles of factor investing and have used value and small tilts to our portfolio. If you are in the Illinois area and looking for great Fee-Only […]
Guest Post by Michael J. Garry, CFP®, JD/MBA – WHAT DO STARTUPS AND BABY BOOMERS HAVE IN COMMON?
WHAT DO STARTUPS AND BABY BOOMERS HAVE IN COMMON? “I want to thank Michael Garry, CFP®, JD/MBA the owner of a fee-only financial planning and wealth management firm, Yardley Wealth Management, LLC for sharing his expertise in this great analogy comparing baby boomers and start ups.” One might read an article in Fast Company or […]
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