How Much Do Fee-Only Financial Advisors Typically Charge?

(Today’s guest post comes to you from David Rosenstrock, who is a certified financial planner with an MBA and the Founder of Wharton Wealth Planning, LLC.) Most people want to help ensure that the financial advice they receive is unbiased and truly in their best interest. A financial advisor’s compensation structure can make a significant difference … Read more

Stocks, Bonds, or 5% CDs: What’s Best for You?

(Today’s guest post comes to you from David Rosenstrock, who is a certified financial planner with an MBA and the Founder of Wharton Wealth Planning, LLC.) Editor notes: As interest rates rise and certificates of deposit (CDs) have a reasonable interest rate again, (back to normal) many investors are flocking to buy them. But should the … Read more

Are Target-Date Mutual Funds Right for You?

(Want to meet me in person and attend my live lectures? Please join me next week at the White Coat Investor’s Financial Literacy and Wellness Conference, February 5-8, 2024, in Orlando, Florida. I will be giving two lectures at this amazing conference where I have spoken multiple times in the past. One lecture on Regaining the … Read more

Are Goldbacks a Good Way to Buy Gold?

(Want to meet me in person and attend my live lectures? Please join me at the White Coat Investor’s Financial Literacy and Wellness Conference, February 5-8, 2024, in Orlando, Florida. I will be giving two lectures at this amazing conference where I have been a speaker multiple times in the past. If you have some of … Read more