Relentless - The Blog

    Fee-Based vs Fee-Only: Which Should You Choose?

    ​​The question of advisor compensation is central to establishing the relationship between advisor and client – and if it’s not, it needs to be. Clients are sometimes uncomfortable bringing up the issue, because talking about money isn’t easy. Also, not all advisors are forthright about how they are compensated, so it’s important for clients to be well-informed before deciding on the advisor that’s right for them.  

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often.  Imagine you meet with a...

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s...

    The Shoebox

    Everyone has dreams: whether they want to admit it or not, everyone dreams of something. The...

    Retirement Planning on the Back of a Napkin

    You know how some people are always looking for the next diet fad? Keto versus Macro versus South...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    What to Do About Inflation: What Our Clients Need To Know

    I received an email the other day from a great client of ours, a successful corporate executive. He...

    Batting Above Average

    As advisors, our role is to put our clients in front of positive investing opportunities. Our work...

    The Myth of Portfolio Customization

    When you walk into Merrill Lynch or Fidelity – these are two different firms and I’d like to point...

    The Problem With Assumptions

    Today we’ll be visiting the topic of fees. Fees are something everyone wants to talk about. How...
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