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A Few Words from our CIO on #Brexit

Posted by Steve Grasso on Jun 27, 2016 2:21:28 PM

 

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Topics: Investments, Economy, World Events, Fee-Only Financial Planning

3 Tips for Growing Wealth While Paying Off Student Loans

Posted by Steve Grasso on Jun 14, 2016 12:45:37 PM

 

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Topics: Investments, student loans, debt, millenial, college planning

Test Your Knowledge of the Financial Basics

Posted by Steve Grasso on Jun 8, 2016 1:47:28 PM

 Steve Grasso (via Broadridge)

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Topics: Investments, debt, millenial, Fee-Only Financial Planning

A Millenial Reality: Bucking the Trend of Student Loan Debt and Planning to Get Our Kids Through College

Posted by Steve Grasso on Jun 7, 2016 1:20:05 PM

 

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Topics: Investments, student loans, debt, college planning

Competitive Fees Bring Value-Added Benefit to Investors When Hiring Fee-Only Advisors

Posted by Steve Grasso on Jun 2, 2016 2:18:33 PM

 

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Topics: Investments, Fiduciary, Fee-Only Financial Planning

Why we buy what we buy

Posted by Doug Kinsey on May 26, 2016 5:14:28 PM

Last month, I talked about stocks and how the collective wisdom of the market values, or prices, companies.

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Topics: Investments

The Value of Using an Experienced Team of Financial Advisors

Posted by Doug Kinsey on May 26, 2016 5:09:43 PM

Selecting a top-quality financial advisor is crucial to the success and stability of your financial future. There are many factors to consider. One of the most important considerations is the experience of an advisor or team. Here, we will examine the value of using an experienced team of financial advisors.

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Topics: Investments, advisor, Fee-Only Financial Planning

6 Differences: Fiduciary vs. Non-fiduciary Advisors

Posted by Doug Kinsey on May 19, 2016 5:02:47 PM

If you are looking at investing your hard-earned money, then at some point you will probably interact with one or two money advisors. It is critical that you understand the differences between fiduciary vs. non-fiduciary advisors because very different standards apply to their advice, their practice, and the effect both have on your money. You'll want to keep in mind these things:

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Topics: Investments, Fiduciary, Fee-Only Financial Planning

Investors Are Finding These 3 Benefits in Fee-Only Financial Planning

Posted by Steve Grasso on May 16, 2016 8:43:59 AM

The last couple of decades have seen a decided shift in the way investors invest, largely due to the accessibility of the Internet. Although investors like the idea of being independent in their financial strategies, their lack of expertise puts their overall portfolios at risk. In seeking to have some control over the direction of their investments while getting the expert consultation needed, investors are finding these 3 benefits in fee-only financial planning.

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Topics: Investments, Fiduciary, Fee-Only Financial Planning

New Rule Affects Retirement Plan Advice

Posted by Steve Grasso on Apr 18, 2016 12:02:51 PM

 Steve Grasso (via Broadridge)

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Topics: Investments