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S2 E20: The Utilities Sector and Fees You Pay as an Investor - Don't End Up In The Dark

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Manage episode 418741580 series 3563447
Content provided by Blue Chip Partners, LLC, Blue Chip Partners, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blue Chip Partners, LLC, Blue Chip Partners, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

There may be expenses that you’re getting charged that aren’t going to show up on your statement with your advisor. Learn how to find the internal expense ratio, aka hidden fees, if your financial advisor is outsourcing money management. It's not a fee that shows up on a statement. But, you are probably paying it...

Welcome to this week’s episode of Blue Chip NOW! A podcast that provides weekly market observations, financial planning strategies, and a behind the scenes view into the media room at Blue Chip Partners, LLC.

Daniel Dusina CFA®, Dan Seder CFA®, CMT, CFP® and Matthew Mondoux CFA®, CMT, CFP® are here to guide you through this week’s market analysis and some tips when it comes to reading your expense statement from your financial advisor.

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth.

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners

Click here for important disclosure information

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 418741580 series 3563447
Content provided by Blue Chip Partners, LLC, Blue Chip Partners, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blue Chip Partners, LLC, Blue Chip Partners, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

There may be expenses that you’re getting charged that aren’t going to show up on your statement with your advisor. Learn how to find the internal expense ratio, aka hidden fees, if your financial advisor is outsourcing money management. It's not a fee that shows up on a statement. But, you are probably paying it...

Welcome to this week’s episode of Blue Chip NOW! A podcast that provides weekly market observations, financial planning strategies, and a behind the scenes view into the media room at Blue Chip Partners, LLC.

Daniel Dusina CFA®, Dan Seder CFA®, CMT, CFP® and Matthew Mondoux CFA®, CMT, CFP® are here to guide you through this week’s market analysis and some tips when it comes to reading your expense statement from your financial advisor.

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth.

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners

Click here for important disclosure information

  continue reading

43 episodes

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