The Advicer I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that … ...

This week’s Ascendant Challenge is Keep of Honed Edges, which will remain featured until the next weekly reset on July 8, 2025. Before starting an Ascendant Challenge, you’ll need to gain the ...