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Watch this video to hear Justin and Kendall discuss Step 7: Insist on total transparency of agents' strategies. You should be aware of how your money is being invested. Kendall discusses examples of where you would not have transparency. Check it out!
In this video, Justin and Kendall discuss Step 6 in the 10 Steps to Improve the Returns of Your Portfolio: Do not engage in alternative investments! Watch this video to learn what alternative investments are, reasons they may be recommended to you, and why they are dangerous.
Listen to Kendall discuss the Department of Labor's new conflict of interest rules on WRHI Radio's "Intelligent Investing."
Kendall and Justin discuss Step 5: don’t pay performance fees! Justin will describe what performance fees are and the conflict of interest that comes along with the fees.
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Kendall J. Anderson, CFA, Founder
Justin T. Anderson, President
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September 2020
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