Videos, Radio Programs, & News
In the last video of our Retirement series, Justin goes over the expected and unexpected expenses to consider before retiring.
Consolidate your investment accounts! The more accounts you have, the less you’ll take care of each one, which leads to bad investment behaviors. In this video Justin & Kendall give some advice about how and when to consolidate your investment accounts.
The “Fiduciary Rule” has come up a lot in the news recently. So what exactly is a fiduciary? In this video, we’ll explain the differences between fiduciaries and other financial advisors, and we’ll discuss why we think it’s so important to disclose conflicts of interest.
We hope you’ve enjoyed our series “10 Steps to Improve Investment Returns,” but more importantly, we hope you’ve learned from it. In our final video of the series, Justin shares the final step, which is putting these rules into practice.
Kendall J. Anderson, CFA