What We’ve Been Up To

Daniel Yerger About the Firm 4 Comments

Well, the cat’s out of the bag. Yesterday, Investopedia announced its Top 100 Financial Advisors of 2021, and we were ecstatic to learn that Daniel Yerger was one of the award recipients and the only one representing Colorado. Notably, the Top 100 from Investopedia is different from many awards in the financial industry. It’s not uncommon to see lists of …

Beats Me – In Defense of Humility

Daniel Yerger Financial Planning 1 Comment

“The more I learn, the more I realize how much I don’t know.” -Albert Einstein As most of you would probably agree, being an expert in what you do is an odd experience. Whether you’re a teacher being told by random people on the internet about how and what to teach, or a doctor being shouted at by multi-level marketing …

Firms Charging over 2% in the State of Colorado and who have offices within 10 miles of MY Wealth Planners LLC

Daniel Yerger About the Firm, Financial Planning 1 Comment

Primerica   Fee Type Annual Fee Program Fee 2.24% Up Front Revenue Sharing 0.25% Quarterly Revenue Sharing 0.0175% Annual Cost to Clients in the First Year 2.56% Disclosure of Revenue Sharing Regulatory Filings for Advisory Services Merrill Fee Type Annual Fee Merrill Lynch Fee Rate 2.00% Style Manager Rate 0.65% Revenue Sharing ? Annual Cost to Clients in the First …

The Safe Harbors of Capital

Daniel Yerger Financial Planning 1 Comment

If you hadn’t noticed over the past decade, interest rates have been low. Really low. Historically low, in fact. This has been an enormous economic boon for small businesses, home buyers, and other borrowers of just about any sort. While the Federal Reserve’s monetary policy is to keep the reserve rate low, competition for low rates on every form of …