"Financial Planners who take commissions have a built-in conflict of interest...even with disclosure, my choice would be a Fee-Only planner." - NEWSWEEK - Jane Bryant Quinn
How a portfolio often changes after moving to Abacus:
What's the difference in having your money allocated to 14 asset classes in the Rainbow Portfolio ™ versus only 4 to 6 asset classes?
For one, peace of mind; for example, during the 2000-2002 period, our Rainbow Portfolios made money while the typical investor with 4-6 asset classes lost money.
Second, a higher return; over the last 35 year period, our equities have had a 15% annual return versus the 11% annual return of the S & P 500 Index over this same period.