Hello everyone, thank you for coming to our Ted Talk this week! Today we’re going to cover the state of the firm, the mission of the firm, and the 2022 vision going forward. A Bit of History The firm started as Daniel’s personal financial planning practice in 2015, originally affiliated with Waddell & Reed Financial Advisors as an independent practice. …
Well, the cat’s out of the bag. Yesterday, Investopedia announced its Top 100 Financial Advisors of 2021, and we were ecstatic to learn that Daniel Yerger was one of the award recipients and the only one representing Colorado. Notably, the Top 100 from Investopedia is different from many awards in the financial industry. It’s not uncommon to see lists of …
Primerica Fee Type Annual Fee Program Fee 2.24% Up Front Revenue Sharing 0.25% Quarterly Revenue Sharing 0.0175% Annual Cost to Clients in the First Year 2.56% Disclosure of Revenue Sharing Regulatory Filings for Advisory Services Merrill Fee Type Annual Fee Merrill Lynch Fee Rate 2.00% Style Manager Rate 0.65% Revenue Sharing ? Annual Cost to Clients in the First …
This week I’m taking a step back from the usual general education content to write specifically on the topic of careers in financial planning. This piece is specifically for financial planners (either aspiring or firm owning), so if you are part of the general public and have no interest in financial planning careers and business models, this is a good …
At MY Wealth Planners®, we are a Fee-Only Financial Planning firm. This means we are paid directly by our clients and no one else. This is an advantage to our clients for an obvious set of reasons: fee transparency, reduced conflicts of interest, and in many cases, lower costs to clients. However, when the public is asked to compare financial …
Guest Written by Samantha Rauch Hello! It’s the end of an era, my nine weeks with MY Wealth Planners has flown by and it’s crazy to think I’ll be back in class in a few short weeks. Dan asked me to write this piece to talk about what I’ve learned about people and their personal finances as a student who …
“If you went to the dentist and they told you they worked for you, in your best interest, and for a flat fee per procedure performed, would you be upset to know the reason you paid for and got so many root canals is because the crown companies paid the dentist per crown they installed?” Let me just be super …
Culture is an interesting area of interest, both public, private, personal, and professional. While every individual brings a genetic heritage and traditions in tandem, each business develops its culture from the top down in a positive light or the bottom up in a negative one. From small businesses to enormous institutions, culture is the force multiplier. An institution with the …
Hello! My name is Samantha Rauch and I am from a small mountain town called Basalt, Colorado, just outside of Aspen, Colorado. My family and I have lived in Basalt my entire life. I attended Basalt High School where my graduating class was a mere 63 people. Some things I really enjoy doing outside of school include working with children, …
What? There are too many letters after my name? I don’t see how my full list of professional degrees and professional designations are an issue! So what if my name is Daniel M. Yerger Masters of Business Administration Certified Financial Planner Chartered Financial Consultant Accredited Investment Fiduciary Certified Divorce Financial Analyst. …Okay you might have a point. But seriously, all …