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Kaplan Financial Advisors, LLC – Fee-Only Independent DFA Funds Advisor in New Jersey We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ.Portland Fee-Only Financial Planning and Investment Management If you are ...
I get clients, recent clients who have had all Vanguard funds who still aren't sure if they're invested properly. So there's a lot of motivating factors of why somebody would seek out an advisor. And to me, if you have a niche, it's golden if you get the right niche and you ...
and life insurance products, as well as advisory platforms. Further, it invests in low-income housing tax credit projects; holds, maintains, and disposes foreclosed properties; and operates as an investment advisor. Independent Bank Corp. was founded in 1907 and is headquartered in Rockland, Massac...
Investment advisor Rick Ferri, writing forForbes, says all these companies offer a good selection of well-performing, low-cost funds. He uses Vanguard ETFs as examples to illustrate the lazy portfolio approach, but he says you can get the same results with similar types of funds from other ...
And if you’ve come here to learn about queuing waterfowl, I apologize for the confusion. You may want to discuss your question with Lester, my loyal watchduck and self-proclaimed “advisor’s advisor”. Discover more from Getting Your Financial Ducks In A Row ...
In addition, the mutual fund company is thrilled to have a captive audience with only their funds available to be invested in – which translates into new deposits for the company for nearly zero marketing cost. Of course the agent who sold the plan is ecstatic: for virtually no ongoing effo...