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10.29.26 Ask An Advisor With Wes Moss
Rapid Fire Q&A: Financial Advisor Fees, Direct Indexing Traps, & 30-Year Treasury Yields
Welcome to another Rapid Fire Thursday edition of Ask an Advisor with Wes Moss! Today, Wes opens up the listener mailbag to answer several direct questions on wealth management, investment strategies, and retirement planning. Wes covers everything from when financial advisor AUM fees should taper down to the hidden tax traps of Direct Indexing, utilizing 30-year Treasuries, and understanding a major loop-hole in the Rule of 55!
Mentioned on the show:
How To Find and Choose a Financial Advisor /…
The skinny
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