My wife Stacy and I just came back from a short trip to New York City visiting my sister and 15-year old niece. We had a great time seeing some sights and just hanging out with friends and family. While I was there I ended talking with a client about rebalancing their retirement portfolio. I… Read more »
Posts By: Michael
How To Avoid Losing $100,000 In Your Retirement Account – Part 2 of 2
In yesterday’s post I talked about a client’s retirement account that slowly but surely lost tens of thousands of dollars in fees and commissions over the years. If you haven’t read it, you can access it here. Over the years the biggest beneficiaries of my client’s retirement account were the mutual fund companies who provided… Read more »
