This is the first ever quarterly update from Meredith Wealth Planning. Assuming I stay in this position for about 30 more years, you can expect about 119 more of these. Much has transpired since I launched the firm in early March. I am proud to say the business has been a success thus far, as we … [Read More...] about Quarterly Thoughts (2nd quarter 2019)
Mark Meredith, CFP®
Mark has been a financial advisor since 2010, after earning a Bachelor’s degree in Finance from Eastern Illinois University. In 2018, he was name by Forbes as one of the top 1,000 financial advisors from the next generation. After 7+ years as a financial advisor with a local community bank, he decided the only way he could serve people in the way he thought was best was to open an independent fee-only firm.
Simple, Common Sense Pricing
You shouldn't have to pay more for the same service, just because the value of your portfolio is growing.OVERVIEW OF SERVICES
Under $300,000 in Assets
0.90% of assets under management ($1,800 annual minimum)
0.90% of assets under management
Flat annual retainer fee of $6,750
This may surprise you, but a lot of clients have similar concerns when it comes to investing in markets. Here's a few that come up every now and then: -What if the Fed raises/cuts interest rates? -What if we go to war in the middle east again? -What if (insert name here) wins the 2020 … [Read More...] about Overlooked Risks
It has been well documented that the S&P 500 index fund has outperformed the vast majority of actively managed funds historically. Having said that, it may not be a prudent strategy to own only the S&P 500. Imagine it is late 1999 and you just inherited $100,000 that you would like to … [Read More...] about Should You Just Put Everything in the S&P 500?