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    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...

    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...

    The Discomfort of Honesty

    Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded...

    Which Side are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    Swim Coach or Lifeguard?

    At our old office before our renovation, I had a whiteboard behind me where I scribbled occasional...

    Are You Running with the Herd?

    "It's impossible to produce superior returns unless you do something quite different from the...

    The Value of a Good Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...
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