The Intelligent Market: Recent Episodes
Nicole
Bobby and Nicole Piton, from PreActive Investments, talk about a variety of financial topics including book discussions, market recaps, personal financial wellness, leading edge business insights, and more.
Nicole and Bobby Piton from PreActive Investments talk about robo-advisors and how fees accumulated. Many people look at the bold print that says you'll be charged x%, but don't necessarily realize the fine print tells about all the additional ways that fees and/or commissions are earned by advisors, including robo-advisor companies. We hope you enjoy this podcast. Please contact us if you would like to learn more about how we might be of service in helping you put together a PreActive Plan for you and your family.
Nicole and Bobby Piton from PreActive Investments talk about robo-advisors and how fees accumulated. Many people look at the bold print that says you'll be charged x%, but don't necessarily realize the fine print tells about all the additional ways that fees and/or commissions are earned by advisors, including robo-advisor companies. We hope you enjoy this podcast. Please contact us if you would like to learn more about how we might be of service in helping you put together a PreActive Plan for you and your family.
Nicole and Bobby Piton from PreActive Investments talk about why it is important to have a financial plan. Many people have various ideas about what may be in a plan, but don't still haven't had one constructed for themselves. We hope you enjoy this podcast. Please contact us if you would like to learn more about how we might be of service in helping you put together a PreActive Plan for you and your family.
Nicole interviews Bobby about what it means to be a portfolio manager and what it looks like to take his skillset and bring it to individual clients personally instead of the outsourced management of your money.
Unedited as we learn how to do this and what people want to hear. Good to Great by Jim Collins is our first discussion. Feel free to send us suggestions at nicole@preactiveinvestments.com.