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Thayer Partners Blog

5 Things Your Financial Advisor Is Doing Wrong

[fa icon="calendar'] Dec 14, 2016 9:00:00 AM / by Chris Wilmerding posted in Financial Services

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Too often, Americans hand over all of their money to a financial advisor without doing their research. Not all financial advisors are alike. In fact, they’re all vastly different—with distinct fee structures, investment strategies, communication frequencies, money management skills, and licenses and registration.

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Your Financial Advisor Needs to Stop Doing These Things Now...

[fa icon="calendar'] Nov 25, 2016 1:12:49 PM / by Chris Wilmerding posted in Financial Services

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Investing your money can be complicated…and scary. To ensure you’re maximizing your returns and staying on track for your retirement goals, it can be highly beneficial to work with a financial advisor. In fact, we recommend it for all but the most financially literate Americans. Unfortunately, though, too many Americans are being poorly served by their financial advisors. And you might be, too.

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How Financial Advisors Overcharge and Under Deliver

[fa icon="calendar'] Oct 12, 2016 9:00:00 AM / by Chris Wilmerding posted in Financial Services

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Fees matter. Even though they might seem small and insignificant, like 1.25% of your account value, high investment fees pose a real and present danger to your retirement.  When you’re counting on your investment returns to help fund your retirement, you could be in for a harsh surprise when you realize exactly how much you’ve paid in investment management fees and advisor fees, and how these costshave affectedthe growth of your retirement savings.

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What's the Difference between a Broker and Financial Advisor?

[fa icon="calendar'] Sep 26, 2016 9:00:00 AM / by Chris Wilmerding posted in Financial Services

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The complex world of finance can be difficult to navigate, especially for those just getting started. When you need to effectively manage your wealth for your future and want to start investing, it’s often the best idea to get financial advice from a professional in order to get the help you need to make more informed financial decisions. But what you might not realize is that how that professional gets paid matters in terms of the quality of advice and service that you receive

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What Credentials Should Your Retirement Plan Consultant Have?

[fa icon="calendar'] Dec 3, 2015 11:04:32 AM / by Chris Wilmerding posted in Retirement, Retirement Income Planning, Financial Services

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In a recent post, we talked about what the cost of retirement planning services should be in Boston, MA. As a part of that discussion, we covered the fact that nailing down the exact costs of services can be tough, as variables in your retirement plan’s needs/goals can radically alter the cost of service.

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