What do Fiduciary, Fee-Only, and Independent Mean?
Hylland Capital End of Year 2017 Letter to Clients
The financial industry is notorious for making things complicated, and basic terminology that describes how a financial advisor operates is no different.
The terms Fiduciary, Fee-Only, and Independent are thrown around a lot. But what do they actually mean?
Fiduciary. Fee-Only. Independent. Here is what is important when selecting an Investment Advisor
Below is a portion of our end of year letter to clients for 2017. Omitted is any personal information that would be included before this section such as client name, account balance, performance, mention of individual holdings, etc. We manage each client's account individually, and therefore each client's performance is unique.
What is the Value of a Financial Advisor?
Terms like Fee-Only, Fiduciary, and Independent Financial Advisor get thrown around a lot - But what do they really mean? Here are some examples on how we are different than your Northwestern Mutuals and Edward Jones of the world
Small Business Retirement Series: The Simple IRA
Is getting your finances in order one of your New Year's resolutions? Great! But your work may just be getting started.
19 Questions to Ask Your Financial Adviser
As a small business owner, just thinking of setting up a workplace retirement plan is probably giving you nightmares. However, SIMPLE IRAs allow for quick and easy setup and upkeep. Here is what you need to know:
Guide to College Funding – Part 3 – After Graduation: Forgiveness, Refinancing, Payment Plans and Other Deductions
Jason Zweig is out with his weekly "Intelligent Investor" column in the Wall Street Journal this weekend, where he lists 19 questions that you should ask any prospective (or current) financial adviser.
We thought we would put our answers to his questions here for current clients and prospects to see:
Guide to College Funding – Part 2 – Late Stage and Last Minute College Planning
This is Part 3 of our college planning series, where we discuss what you can do to save money in the late stages of college and after graduation.
Guide to College Funding - Part 1: The Early Years
This section of our college planning guide covers strategies available to help you save money in the “late stages” of planning, roughly from the time the child is a sophomore in high school through college graduation.
Create Your Financial Plan Online Today - Free With Our Software
Regardless of your household income, planning for higher education can be burdensome. Here we look at how to plan for college expense in the early years.
Creating a financial plan has never been easier. Our planning software includes account aggregation, budgeting, asset allocation, tax planning and more. Start your financial plan online today, for free.