I’ve been working as a Financial Advisor since November 2004. I bring a perspective that is unique and important. With regards to long term investment success it’s All about managing cost and quality.
I teach investors the value of knowing exactly who is getting paid what on their investments and then looking at the “Cost of Cost” over the years and decades. This is something most investors don’t understand how to do or realize that it needs to be done! The math behind costs taken out of investments long term is powerful. I feel it’s the 8th Wonder of the World.
If you’re paying an advisor cost, you deserve to know:
• Exactly who is getting paid what
• What those costs equal in dollars
• What those costs equal over 20, 30, or 40 years
Transparency isn’t aggressive. It’s responsible.
Good advisors deserve to be paid.
But informed investors should understand what they’re paying.
I believe investing should be:
• Logical
• Transparent
• Fact based
• Win win
I do not pressure anyone to make changes.
Many people who review their numbers choose to stay with their current advisor. The difference is that they stay with clarity and confidence.
Education comes first. Decisions come second.
This project is about building a documented record of real life examples showing how powerful lowering costs can be.
It is educational.
It is transparent.
It is zero pressure.
If this helps you ask better questions and make more informed decisions, then it is working.
Cost, Cost of Cost, and Quality are The Big 3,
The absolute keys to your legacy.
For now, I’m sharing this wisdom for free,
It could be better than winning the lottery.
And it’s so darn easy!
Investment costs can take a daily toll,
But knowledge is power which gives you control.
Believe in Compound Interest and you’re certain to gain,
When we strip away costs and the hidden drain.
The amounts can be staggering, this you should know,
So educate yourself to let your wealth grow.
Paying investment cost can be ok
But a knowledgeable investor controls what they pay.
-Albert Einstein
-Charlie Munger
-Albert Einstein
Cost, Cost of Cost, and Quality are The Big 3,
The absolute keys to your legacy.
For now, I’m sharing this wisdom for free,
It could be better than winning the lottery.
And it’s so darn easy!
Investment costs can take a daily toll,
But knowledge is power which gives you control.
Believe in Compound Interest and you’re certain to gain,
When we strip away costs and the hidden drain.
The amounts can be staggering, this you should know,
So educate yourself to let your wealth grow.
Paying investment cost can be ok
But a knowledgeable investor controls what they pay.
-Charlie Munger
