Illusion Of Fee Based Advice

Recently we spoke with an investor who found a prominent fee based advisor online.  This investor was expressing satisfaction that the fee based advisor had earned them a 7% return from 2010 until today.  Keep in mind, the “fee only advisor” was charging an asset fee of 1.25%. On the surface that seems like the investor […]

Why The Wealthy Buy Whole Life Insurance

There is a renaissance going on with life insurance in America. It’s coming from individuals with financial wealth who seek to protect their money from the Government and look to diversify from the volatility and uncertainty of Wall Street. They are doing it with dividend paying permanent whole life insurance.  It’s the kind of life […]