A Moment About Your Money by Ted Wernham

Paying Your Advisor Too Much? Briefing Notes …

Here is a simple way to understand whether you are getting what you are paying for.  If there are no guarantees, why are there fees?  Performance […]

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What they said about us …. today

July 7, 2014 "Thank you Ted, I really appreciate your expertise, service, and integrity.  I'm enjoying receiving the monthy reports that are clear and easy to […]

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What They Said About Us ….. TODAY

"We would like to say thank you very very much for a pleasant evening of dining, company and entertainment last Saturday. It is nice to see […]

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Smart Financial Moves

We had a young man come into the office with his grandmother the other day. He was 19, gainfully employed, and already thinking about retirement. Smart […]

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