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Artifex Financial Group
Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio.
Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also the University of Chicago Booth School of Business Investment Management Education Program.
It's a big fund universe out there; here's how to narrow down your choices.
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Be sure to look at performance history, management experience and costs, among other things.
Your estimate can help you figure out what asset allocation best suits your risk tolerance and financial goals.
Having a disciplined investment strategy in place can help increase your odds of success.
Only 17% of stock mutual funds beat their benchmarks, but you can do better by keeping fees down and diversifying.
Be sure your adviser is putting your best interest first and keeping fees and expenses low.
It may seem complicated, but there are formulas to help you match your annual spending with growth in your portfolio.