I was doing a 401k education and enrollment session at one of the health care clinics I service. One of the attendees was especially attentive and she was taking very detailed notes. After finishing the presentation, she approached me for some more information. “I...
A common misconception is that a big brand name financial adviser gives you safety, more resources, and a better outcome for your investment dollars. The set of facts below looks at the reality of big company business models. Corporations look for economies of scale...
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