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We wanted to evaluate other investment strategies and compensation methods. We were getting tired of the fees that we were being charged. We don’t want to get “nickel & dimed” to death with transaction and management fees. Thank you WiserAdvisor for helping us find our advisor!
Profile: Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.
Portfolio Size: $800K
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8 Reasons to Avoid the Urge to Abandon Stocks During an Economic Downturn
Slowed down economic activity, rising unemployment, falling share price, decreasing house values, low consumer confidence, and dropping investments, can make an investor nervous and jittery. This…
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Retirement Changes: Health Care, Social Security, and Medicare in 2014
How much do you know about the three largest learning curves that most retirees must face? In dealing with health care costs, Social Security, and Medicare, there are hurdles that can entangle even the savviest retirement-planner, especially when it comes to tracking rules and yearly changes…more
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How do you choose an optimal combination of investments to help you reach a goal that may be decades away?
When faced with all the decisions that need to be made to ensure you select the proper investments to meet your long-term…
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