Fee Only Investment Planning Magazine 
Sara Grillo
AUGUST 14, 2023
Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. He has been cited in the New York Times, Wall Street Journal, Bloomberg, Reuters and industry outlets such as Investment News and Financial Advisor.
Sara Grillo
NOVEMBER 14, 2022
Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. With annuities now being able to be offered in 401k plans, the playing field has changed. Fee only advisors can now purchase annuities for their clients without having to be licensed agents.
Sara Grillo
SEPTEMBER 26, 2022
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.
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