Looking for a real investment advisor?
Tom and Don's investment advisory firm, Vestory, is one of the approximately 15% of firms required to act in your best interests. Vestory also knows that fees matter, that's why we charge far less (maximum 0.9% annually) than most other fiduciary advisors (many of whom charge more than 2% per year) and we use investment vehicles with average fees of less than 0.5% (often much less). If you have a portfolio of at least $100,000 we would like to help you really invest for a really great future.
Visit vestory.com or call us at 800-386-3004
Call Tom & Don Saturdays at 3 ET (noon PT) at 877-397-5666.
Get the facts about managing and investing your money, live every Saturday at noon PT. Tom & Don are Talking Real Money on KOMO Newsradio in Seattle. You can listen live or explore or library of podcasts anytime. If you would like to have the latest podcast delivered via e-mail subscribe below.
Education is the foundation upon which everything we do is built. In addition to the shows, blogs, and newsletters, we also write books, create helpful videos and conduct live classes to help you better manage money. We also provide services designed to help you better understand your current financial situation like My Future Blueprint and build better retirement portfolios like 401411.com
Discover the truth about investing and the money business via our Talking Real Money Show blog or our educational newsletter, Real Investing Journal. You can subscribe to the e-newsletter here or use the form below. Check out some of our suggested investing books here and consider sharing some of your favorites.
Growth can take a number of forms. One of the most crucial is growing your wealth for a better future. In addition to helping you make better financial decisions, we are also available to act as your financial investing guide through our fee-only investment advisory firm, Vestory. We provide fill-service financial and investment planning and guidance at some of the lowest fees in the industry to everyone who needs it. You don't have to have a $1 million portfolio, or even $100,000. We help everyone! Just ask.
Do you know what is really in your portfolio? How well diversified are you? How much are your investment costing you. Will you have enough to retire well. You can't plan for the future without knowing where you are today. Order "My Future Blueprint" while it's still FREE (and, of course, there is no obligation or high-pressure sales pitch, ever).
Your retirement plan at work will likely be the foundation of your future. Yet, the choices are confusing and the particulars are difficult to understand. We want to help everyone make better portfolio decisions within 401k and 403b plans. Let us give you some suggestions to better allocate your plan totally free (and it's not an excuse for a sales pitch, either).