Will Your Retirement Assets Last a Lifetime?

The Longevity Challenge For most workers in our parent’s generation, the one-two punch of a healthy company pension combined with Social Security afforded a reliable retirement safety net. Back in 1975, more than 80% of private sector workers were covered by some type...

Estate Planning for Blended Families

With close to 100 million Americans living in blended families, it’s a specialized area of financial planning that’s garnering increasing interest. Our article last summer entitled “Managing Finances When You Remarry” proved to be one of the most popular articles we...

The Growing Popularity of ETFs

In last month’s Money Notes, we talked in depth about the importance of diversifying your assets. This month, we are focusing on one of the easiest tools investors can use to achieve this aim —exchange traded funds (ETFs). Back in 1993, State Street Global Advisors...
 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500