Some advisors calibrate their fee based on your net worth. Others change a percentage of all the assets they manage. Our firm has chosen to base our fee on only those assets for which we can receive daily electronic downloads - which does not include your 401(k). But we are willing to annually advise you on which funds to use and in what percentage - at no charge. Quite honestly, this value added service is rare but much appreciated by our clients.

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1. Employee Retirement Options - Part 2 (2007-10-15)
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3. Using S&P 500 Index Funds Contains Hidden Risks (2004-10-18)
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4. Tax Planning for Small Business Owners (2006-11-20)
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