by Todd Moerman | Nov 11, 2014 | Wiser
Many Americans are in serious financial trouble & don’t even know it. Do you worry about money on a regular basis? Do you think you will have to work longer than anticipated? Are you confident you know how much money you need to support your lifestyle in... 
by Todd Moerman | Sep 24, 2014 | Wiser
I believe your lifestyle in retirement depends on it. Many investors don’t fully understand the power of compound interest and the devastating effect fees can have on your portfolio over time. I recently reviewed a portfolio for a potential client. The fees... 
by Todd Moerman | Aug 5, 2014 | Wiser
Wall Street needs your money! They want to keep your money in motion, they want you to trade, they want you to use their layers and layers of services. Wall Street wants you to have as many middlemen in the process as humanly possible. Each of these middlemen takes... 
by Todd Moerman | Jul 24, 2014 | Wiser
Who Routinely Trounces the Stock Market? Try 2 out of 2,862 Funds! Many investors and advisors use active management (stock picking) to try to beat the market. After fees, expenses, trading costs and taxes, active managers typically don’t beat their... 
by Todd Moerman | Mar 7, 2014 | Wiser
This should be the foundation of your investing relationship! Watch this shocking PBS video. You will see how big banks and Wall Street firms may ruin your retirement… Go to 16:30 to see the footage about why you need a fiduciary! If you invest with any of the... by Todd Moerman | Jan 1, 2014 | Wiser
Many of us set goals for 2014 and beyond, saving for retirement or retiring early should be on the list. If you don’t plan, you may have to depend on others or the government for your retirement. Don’t delay, we are on the verge of a Retirement...
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