Blog tagged as Investment Manager

The Benefits of Flat Fee Financial Advice & Planning

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.
12/07/2023 10:03 AM - Comment(s)

What Is Fiduciary Investment Advice and Why Does It Matter (Now More Than Ever)?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor …
01/31/2021 09:00 AM - Comment(s)

Why Choose a Fee-Only Financial Planner or Advisor?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

If you’re considering hiring a financial planner or financial advisor, it’s important to understand the difference between a salesperson and a fiduciary.
09/28/2020 09:00 AM - Comment(s)