Fees directly reduce portfolio returns … and that comes directly out of the pocket of the investor. There is no way to say that gently.
Study co-authored by Robert Jackson Jr. shows that ‘wandering advisers’ who leave one regulator and continue operating under another are more likely to commit misconduct.
“Money & Your Mind” Presentation by Carl Lachman for the spring 2021 workshop series
Eclectic Associates – Information sheet
2021: ASK First Form filled out by Carl Lachman
39 Things to do when a person dies
ASK First Form filled out by Scott Anderson
“Fixed Income Investing” Presentation by Scott Anderson for the spring 2021 workshop series
Investors have been nervous about the possibility of rising interest rates for a number of years now.