Industry
3 viewpoints on this topic. ← All viewpoints
01
The 401(k) secret your plan administrator isn't going to volunteer
The funds in your 401(k) didn't get there by accident. Here's who chose them, why, and what that arrangement is costing your balance.
02
"Fee-only" is a marketing slogan, not a virtue. Here's what to ask instead.
The compensation structure of your advisor matters far less than what their structure prevents them from doing for you. A short field guide to the question your advisor probably hopes you don't ask.
03
Maybe you don't need a financial advisor. Here's when that's true.
I'm going to argue something I don't fully believe. Maybe you don't need a financial advisor. Here's when that's true, and when it isn't.