Month: July 2016

The Average American Is Paying Too Much in 401(k) Fees. Are You?

The typical 401(k) plan charges 1% of assets managed. Over a worker’s lifetime, this can add up to hundreds of thousands of dollars.   John Maxfield (JohnMaxfield37) Apr 6, 2015 at 6:05AM   The typical American worker, earning a median salary starting at age 25, will pay an estimated $138,336 in 401(k) fees over their …

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9 Investment Pitfalls High Net-Worth Investors Should Avoid

Few words better characterize today’s financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the nature of today’s markets to subject investors to price fluctuations and confusing global events that test emotional fortitude at every turn. Experience has taught us …

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Quarterly Update

Stocks End Q2 With a Bang After the previous week’s post-Brexit selloff, stocks closed out last week with one of the best performances of 2016 as investors bought the dip. In the first half of the year, the S&P 500 was up 2.69%, the Dow was up 2.90%, the NASDAQ was down 3.29%, and the …

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