Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.
Fee-Only: Compensated only by the client without earning commission of any kind for product sales or referrals
Fiduciary: Legally sworn and obligated to always place the interest of the client ahead of their own.
Independent: Not affiliated with any brokerage firm, bank, or insurance company.
Note: Because we do not charge separately for financial planning services, we are unable to accommodate individuals who wish to have stand-alone planning services charged on an hourly or project basis.
Enjoy this month’s edition that features a perspective on bonds and their relationship with stocks, as well as a note regarding new rules when writing checks with Schwab.
I first wrote this 3 ½ years ago and believe it is an excellent reminder that, as investors, we are owners of the companies we buy shares in, even if indirectly through mutual funds. I also updated it at the end to show how Wally’s wisdom played out…so far.
Enjoy this month’s edition that features a note about your monthly Schwab statement, a tip to avoid a new type of cyber fraud as well as a review of the stock market so far this year.
September statements:
© 2023 Moneywatch Advisors . All rights reserved.
