Principles in Practice: Have a Long-Term Plan

Are Your Retirement Assets Working for You or for Someone Else?

We recently had a client make a change from high-expense mutual funds to our low-cost strategy of investing with exchange-traded funds after watching this segment that aired on PBS. It’s a real eye opener! Let us know if you’d like to discuss your own personal situation.

Watch The Retirement Gamble on PBS. See more from FRONTLINE.

Click here to see the full segment.

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