A Flat Fee Investment Advisor
Eversight Wealth helps people:
- Build diversified portfolios. Personalized guidance prioritizes simplicity, low fund fees, and diversification.
- Create a financial plan. Advice covers retirement planning, portfolio stress testing, insurance, and Roth conversions.
- Save money with a flat fee. One transparent advisory fee regardless of your account size.
This 1-minute video shows how powerful a flat fee can be:
Why Perfectionism Ruins Portfolios
Searching for the perfect portfolio can be a waste of time and short-term dopamine hits can sabotage long-term investment decisions.
The Once in a Decade Bond Opportunity
On the low cost of inflation protection and environments where TIPS historically outperform Treasuries.
How to Avoid Country Club Syndrome
This post evaluates popular sophisticated products marketed to wealthy investors.
