There are few ways your broker or advisor gets paid. It matters. Take the time to investigate. Stock brokers are paid commissions to trade. Life insurance agents are paid commissions to sell you products. Hybrid advisors/brokers are...Read More
At Blosser Harrison our founders have dedicated themselves to helping clients avoid perilous investment mistakes. We believe everyone deserves a chance to save for their future while being informed about the costs associated with financial products, financial brokers, our services and finance in general. Evaluating your mutual funds, life insurance or annuity for fees is the best place to start!
There are many types of financial service providers and it is important for you to take the time to figure out the best fit for you and your family. Misleading ads can be found everywhere - the yellow pages, financial media outlets, insurance company ads, the internet and on TV. While many financial people are well-meaning, they are often quick to share their opinion and sell their products, which may not depict healthy financial advisory practices. You deserve answers and an opportunity to feel comfortable with the path you choose. So ask lots of questions, preferably in person.
The fees, expenses and contract provisions listed below are factual and have been discovered through my many client engagements over the past 8 years. Chances are you might have or know someone who has one of these products that carry...Read More
Investment Advisors, AKA Fiduciaries are required and obligated to disclose all fees and costs to you. They are also required to disclose any conflicts of interest, professional and personal information and do our best within our human...Read More
Perception of less risk Easier to compare against other funds Marketing, Marketing, Marketing Familiarity in name – Vanguard, American Funds, Dimensional Funds, Black Rock, Oppenheimer etc. Guaranteed returns A recent study by...Read More
How long has the person / agency / firm been in the finance business?Where is their office located?Do they have an office?What are their credentials / licensing?Do they earn commissions? Have they disclosed how they are compensated for...Read More