Finding the best advisor: Our updated story

We just finished a review this past Friday with a client requesting an advisor search. He wanted our firm to find the best advisor for him and his family. After finishing 50+ hours of review work on the advisors covering historical performance, background check on the advisors and their assistants, checking out fees on the assets

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2016 Performance – How did your Advisor perform?

2016 is over so the important question just lingering over your portfolio is a simple one, right? How did you do? So, how did you do? What was your performance for 2016? Or, did your portfolio match, exceed, or underperform relative to the appropriate benchmarks? Let’s take a look at 2016 with a snapshot of

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New York Times quotes Kevin Neal, founder and CEO of Moenio

  New York Times reached out to Kevin on the issue of suitability for investors when they use Securities Backed Loans (SBL). Kevin adds suitability is higher for those in an SBL but, more importantly, we see other areas of concern such as Structured Notes, Bond ETF’s and mutual funds, as well as advisors not

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Business Insider interviews Kevin Neal from Moenio

Business Insider reached out to Kevin with a request that then lead into the article they published. “We understand your work at Moenio involves helping families find or evaluate financial advisors. What can you share with us that would be interesting to others.” After putting some thoughts together one key area kept coming up – protecting

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Bloomberg Interview with Kevin Neal

Kevin Neal, CEO of Moenio and founder, discusses the role of active management versus passive management. A regular host on Bloomberg, Kevin is a leading authority on client advocacy issues when advising clients on their choice and experiences with financial advisors, bankers, and brokers – what should you expect in performance, what fees should you be paying, are

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Life Insurance, do I really need a review?

It’s interesting what happens when you don’t sell insurance but are an expert at insurance. What you hear and how you respond changes completely. For those who have bought life insurance in the past you understand the competitiveness of insurance by shear willpower of the person selling you insurance. They are typically very persuasive and relentless.

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What is a “good” investment advisor fee to pay?

If you were able to put an advisor or bankers clients together in a room you’d be surprised by the range of fee’s. It is not an indictment of the advisor or banker but of the system. There has been very little transparency on fees over the years and with that lack of transparency comes

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