Live 401(k) Review: Understanding Target Date Funds, Asset Allocation, and Fee Avoidance 00:10:00
James has spent his career in the investment management industry – helping clients manage their portfolios and plan for retirement. Early on, he saw a deep flaw in the financial “advice” industry stemming from how advisors get paid. Instead of being paid for their expertise like a doctor, attorney or accountant, most financial advisors are paid like a sales rep – commissions or a percentage of client accounts.