Originally posted on: https://johnsavadjian.wordpress.com/2022/11/29/financial-planning-trends-for-2023/ With 2023 right around the corner, it is important to start thinking about your financial plan…
Originally Posted on: https://johnsavadjian.wordpress.com/2021/12/20/is-the-1-financial-advisor-fee-a-thing-of-the-past/ Charging a percentage of assets under management has been the accepted fee model in the financial…
Originally Posted on: https://johnsavadjian.wordpress.com/2022/02/22/financial-planning-resolutions-for-2022/ Now that we’re approaching the tail end of February, it’s not too early to assess the…