Nest Egg Guru co-founder, J.R. Robinson’s latest article has been published on Investopedia. In this piece, he explains how including individual bonds and stocks in one’s portfolio may have benefits beyond just investing in index funds. The article may be found at the following link – The Benefits of Investing in More Than Index Funds .
Financial Advisors may also wish to check out his May 22nd article in Advisor Perspectives, entitled Why The Future is Bright for AUM-Based Advisors. The article explores conflicts of interest in different financial advisor compensation models and suggests that it is easier than ever for FAs operating under a tiered AUM or Flat-Fee planning model to articulate their value propositions.