I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that
I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a custom ...
Benzinga.com7d
Best Online Financial Advisors of January 2025
Your financial advisor should have a CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation, which shows they’ve completed the necessary professional training to ...
BRProud5d
MONEY TALKS: Three Key Risks of 2025
Certified financial planner, Chad Olivier, discusses three keys risks that could impact the market in 2025. Welcome to Money ...
Eden Prairie Local News3d
EP man elected to national Financial Planning Association board
Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...
The Valdosta Daily Times8d
Bayless earns Certified Financial Planner designation
Bush Wealth Management announces that Brad Bayless has earned the Certified Financial Planner designation. “Brad’s accomplishment highlights his commitment to excellence and his drive to improve the ...