General Finance

What is Better Than a HELOC?

If you want to borrow money, many will tap into their HELOC, but margin rates are often lower AND margin interest expense can be used to offset investment income. If

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broker fees

How to Negotiate Lower Brokerage Fees

Everyone can and should call their investment manager to negotiate lower brokerage fees. Brokers typically charge clients anywhere from 0.75% to 2.0% of assets under management (AUM) per year. If

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