The power of implementation: How structured investing beats ETFs

An investment implementation that is fitted to the needs of an individual or the contributors to a retirement plan can have major benefits for the future. Before committing to a particular asset allocation, it’s important for advisors to guide a client  in a direction that suits the client’s plans for the future and doesn’t put […]

The value of a more secure future

Many people don’t understand why they need to seek financial planning advice when they can access a great deal of information about investments themselves. However, many people may participate in retirement plans or other investments without fully understanding the strategy involved or what they can expect down the line. An expert who engages with your […]

How fee-based financial advisors build better retirement plans

Many organizations use defined contribution retirement plans, particularly 401(k)s, to provide employees with benefits. Despite the widespread use of these plans, they are often underserviced by financial advisors. That means both sponsors and participants frequently lack crucial information that they could use to achieve the best long-term results. In a fee-based environment, retirement plans are a huge […]