November 4, 2016

Recommended Financial Author and Newsletter

One of my favorite resources for consumer-oriented financial and investing advice is Jonathan Clements. Check out his website: with his excellent books. You can sign up for a monthly newsletter:


  1. Amazing Blog post! This post is very interesting and useful For planning your retirement. Thank You For posting and sharing with us and your writing style is very good. Keep it up....Certified Financial Planner

  2. Every investment product has some sort of investment management cost associated with it – even so-called “no load” mutual funds inside retirement plans. These management fees vary widely and can range from a few basis points (fractions of a percent) to nearly 2 percent per year. This management fee is deducted from your account’s return every year. You don’t see it, but you do pay it by a reduction in return.
    When Trilogy Wealth Advisors manages money for a fee based on the asset value, we use low-cost index funds called Exchange Traded Funds or ETFs. These are very low cost index funds that have internal management fees ranging from as low as 0.09% to 0.60%. The average cost is about 0.30%. When we add our fee for managing qualified retirement plan money, the total cost is often very competitive when compared to the rate currently paid inside a typical 401k plan.
    We feel that the value of our full financial planning and investment advice is a valuable and worthwhile option – especially when you can get it for a price similar to what you now pay to self-direct your 401k. Why not get professional help with the investment that, next to your home, is probably the largest financial asset you own?

    Retirement planning Bryan Ohio


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