|Other Names:||David G Niggel, David George Niggel|
Key Wealth Partners, LLC
President/Ceo/Chief Compliance Officer
Key Wealth Partners, LLC is founded on fee-only, fiduciary advice, to serve the clients’ highest interests. Key Wealth Partners, LLC is proud to be among a select handful of advisors across the country who has assumed a higher level of duty than is commonly available. Key Wealth Partners, LLC is held to this highest standard ...(see more)
His advice: Don’t worry too much about Facebook’s oscillating stock price. Or, for that matter, about gyrations in another big stock in the news, JPMorgan Chase, after the disclosure of a precarious multibillion-dollar hedging strategy.
It's well established in the academic literature that there are four factors (or what can be called "drivers of returns") that determine the vast majority of the risk and return of diversified portfolios.
"Investors today are increasingly responsible for their own retirement, so it's critical that they have all the information they need to plan," says Jean Setzfand, AARP vice president of financial security. "Fees are often hard to read and understand even when you know you are paying them."
In one recent study by AARP, seven in 10 workers said they didn't realize they were paying any 401(k) fees at all. "There are enormous dollar amounts involved," says former plan consultant Frank Cirullo. "Employees are getting ripped off." Indeed, even though advisers always stress the importance of keeping investing expenses down, many 401(k) plans don't do so.
You have heard this refrain before. It includes building a well-balanced portfolio, while keeping investment costs and taxes to a minimum. It also means giving up efforts to pick the next Apple or the next hotshot money manager and not trying to get out of the stock market before it crashes again. It also helps to turn off the television. You have to stay disciplined and stick with your plan, not only in good times but in more challenging times as well.
401(k) Retirement Plans that are the most successful have automatic plan features. People just want help. 1. Automatic Enrollment 2. Automatic Rebalancing 3. Advisor Managed Portfolios 4. Enhanced Communication
|High Net Worth Individuals|
|Pension and Profit Sharing Plans|
*The Client Types data displayed has been entered by the advisor and has not been verified.
|Key Wealth Partners, LLC||4 years, 1 month||Feb 2010 - Present|
|Fluid Conditioning Products||10 years, 3 months||Dec 2003 - Present|
|D&K Inc. Dba Auntie Anne's Soft Pretzels||11 years, 6 months||Dec 1992 - Jun 2004|
No Disclosures Found
|As of Date||
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
|Uniform Securities Agent State Law Examination||Series 63||10/03/1991|
This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.