Blog tagged as Active Investing

The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning

12/07/2023 10:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.

What is Evidence-Based Investing?

01/05/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is Evidence-Based Investing?
There’s something to be said for simplicity – especially the kind that takes powerful solutions and strips them to their applicable essence.

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