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Wrap Fees: The 1% Dilution.

Wrap fees are the industry's method for monetizing inactive accounts. It is an annual fee intended to cover all account charges. Wrap...

Volatility: The Enemy of Long Term Retirement Planning.

"Volatility" refers to the propensity of a stock or index's market growth rate to diverge up or down from its average growth rate over...

Sequence Risk may be a Retiree's Biggest Risk Overall.

"Sequence Risk" or "Sequence of Return Risk" applies to equity accounts burdened by fixed distributions. If Negative or even flat...