Financial Predictions That Never Look Silly
#AdvisorsNot long ago, a man I worked with suggested that I should be careful about giving financial advice. And he was right. Everybody should be careful…
Mutual Fund managers versus James Bond, in Casino Royale
#AdvisorsOf course James Bond was the best poker player in Casino Royale [http://en.wikipedia.org/wiki/Casino_Royale_(2006_film)]. The guy can do everything:…
"We’ve just been scammed by Friends Provident, so what now?"
#AdvisorsI received the headlined quote in an email from a 35 year old American couple that bought an Investment Linked Assurance Scheme through Friends Provident. But…
Expatriate Investors - What Your Financial Advisor Probably Doesn’t Know: Part II
#Advisors #Expat InvestingIn my last post, I argued that it doesn’t make sense for expatriate Americans to invest in actively managed funds. For starters, the odds of…
American Expatriates—What Your Financial Advisor Probably Doesn’t Know
#Advisors #Expat InvestingIf you’re an American expatriate, and you’ve been living overseas for some time, it’s likely that the vast majority of your investments will…
How Long Does It Take To Prepare For the Series 7 Certification?
#AdvisorsToday, I was presenting an investment seminar on indexed investing to a group of South East Asian based school teachers. Most of them were Americans. I…
Giving Credit Where Credit is Due
#AdvisorsInvestors deserve more credit than most academics realize. When their performances are strong, they usually stick to their selected fund companies. When their performances are weak,…
Another Financial Advisor Doing The Right Thing
#AdvisorsLong ago, before I started teaching, I flirted with the idea of working as a financial advisor. And I’ll admit, even after taking my first…
Hang on to your ethics, my friends
#Advisors #MindsetWhat would you think if a widely lauded role model for young people worked by day to educate about safe sex and healthy living, but by…
Indexing With a Financial Advisor
#AdvisorsMany investors understand that the highest odds of investment success come from owning a diversified account of indexes, rather than a slew of actively managed mutual…