Latticework Wealth Management, LLC

The first part of this discussion focused on setting up an investment portfolio.  While the suggested portfolios are basic, it is surprising that a portfolio structured specifically for you by a financial professional will differ only marginally.  The only way that you can tell if the investment advice is well worth the fee is to have some sort of “measuring stick”.  The most common benchmark that financial professionals will point out to you is the S&P 500 index to see how your stock allocation performed.  While using the S&P 500 may have been good back in the 1980’s during the typical infancy of debating the merits of active versus passive investing, the financial services world has progressed quite a bit.  Just using one basic stock index and one basic bond index is not the standard, especially when it comes to institutional investors.  Now for the fees you are paying, there…

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