How Financial Advisors Get Paid

http://www.youtube.com/embed/BcFrCd8qYpI We are often asked by clients and prospective clients how we are paid. In general, there are two different payment structures an advisor will have: fee-only and commission-based. Some…

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Bank IRA versus Investment IRA

http://www.youtube.com/embed/83WQ-F2FEws When you open an individual retirement account, more commonly known as an IRA, you need to choose a custodian to hold the account and its underlying assets. Two choices…

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The Dangers of Robo-Advisors

http://www.youtube.com/embed/zXJbpJf6uxA Automation using technology can be a great thing. In manufacturing, packaging and even in our daily lives, automation decreases the time we have to spend completing tasks and often…

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Services for Federal Employees

http://www.youtube.com/embed/lnpQH2jBL6g Attention Federal Employees: Did you know that three of our deaf financial advisors have received specialized training in federal employee benefits? They each have obtained the Chartered Federal Employee…

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The Power of Compounding

http://www.youtube.com/embed/Z_aZCnUCt3w Many people become intimidated when they think about the amount of money they have to save for emergencies, retirement, college and any other long-term, high-cost goals. And while it’s…

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