Saturday, September 28, 2013

Retirees : Do they Face an Advice Gap?

Retirees have special needs and issues. Instead of being in the accumulation phase of investing , they are in the distribution phase. Taxation is a bigger issue. Obtaining competent financial advice is a challenge. Read the full article 

Thursday, September 12, 2013

Do Financial Advisors add value after costs?

Article discusses the challenges of selecting a Financial advisor and the types of value-add that are possible. Appropriate cautions are highlghted  . Read the full article