What impact has the Labor Department’s fiduciary standard had on your fee structure? Zero. While this may be difficult to believe, the U.S. financial services industry is not legally bound to put the best interest of clients...Read More
Welcome to "Dollars & Sense": the Brackenwood Capital Management, LLC firm blog page. We're eager to share financial planning news and insights to both Brackenwood clients and the public. Please feel free to add your own input, as this enhances the blog experience for everyone.
Are there cheaper alternatives to your investment choices for me that would give me similar risk-reward trade-offs? Investment management fees are an important ongoing conversation topic between financial advisers and their clients....Read More
Reviewed the following Wall Street Journal article this morning, and think this is an ideal financial planning topic to address. During the next six Wednesdays, we we will expand on each of the six questions, so readers may be better...Read More
The Wall Street Journal's Glenn Ruffenach tackles a common retirement question with important financial impacts. MK Do you have any insights about moving in retirement to be close to children and grandchildren? I realize this is a very...Read More