Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of your financial review meeting, but you aren’t sure how? I totally understand and was in that place myself just a few years back. Following are a …
Investment Management
Relationships and Finance
If you are in a relationship, are you on the same page when it comes to finance? No?…read on! I recently watched an old episode of How I Met Your Mother, in which Lily was hiding a massive amount of credit card debt from her husband. He didn’t know until they applied for a mortgage. …
DIY Investing
I heard a great analogy the other day which is similar to our topic, DIY investing. It has to do with oil changes in your car. If you wanted to, you could figure out how to do an oil change and save yourself some money. However, you might get oil dripped on your face, like …
Hidden Costs – No Cost Trading
Last year, Charles Schwab announced that they were reducing trading fees to zero, and Ameritrade, E*TRADE and Fidelity shortly followed. Hooray, free trades! But hold on are there hidden costs in no cost trading? For consumers of these companies, however, there really is no free lunch. It is important to look to see what you …