A List of What Investors Should Never Do
#Advisors #Financial LiteracyThis list is for purely educational purposes. And I’ve narrowed it down to “Nevers” that are universally accepted. You might find that you (or your…
Is it easy to make a fortune as a financial advisor?
#Financial Literacy #AdvisorsDaniel Solin suggests, in his book, The Smartest Investment Book You’ll Ever Read [https://www.amazon.com/gp/product/0399535993/ref=as_li_tl?ie=…
How To Select A Financial Advisor
#Advisors #Financial LiteracyBecause we weren’t taught much about money in school, most of us run around naked as adults, before embracing the first person who hands us…
WARNING! Beware Of Expatriate Investment Salesmen
#Advisors #Expat InvestingBeware the traveling salespeople. They’re looking to make money from naiveté. And too many expatriate Brits in Singapore are getting crushed. When paying too much…
Raymond James Financial Advisors - Your Interest Is Their Interest
#Advisors #Expat InvestingIt’s easy to feel really good about Raymond James financial, and all the help they give international school teachers worldwide. They really want to do…
Maddy’s three year investment journey
#Advisors #Financial LiteracyLast week, Maddy called me up, sounding as if a squadron of seagulls had dumped on her car. “Andrew, the stock markets keep rising—I’m…
Hey friend—where’s your money?
#Advisors #Financial LiteracyLast night, my school had its parent/teacher evening where teachers met with groups of parents for 10 minutes to discuss their educational philosophies and the…
Breaking Up is Never Easy - But is it Time?
#Advisors #Financial LiteracyThe 5 and 7 Year Itches One of my friends invests with Raymond James Financial. After reading about the merits of indexed investing, he’s going…
Money Managers Who Make Sense
#AdvisorsThe financial service industry is rife with conflicts of interest. Big brokerage houses like Merrill Lynch, Raymond James and Edward Jones (to name just three) end…
Financial Evangelist
#Advisors #Financial LiteracyOnce learning about the long odds of success with actively managed mutual funds versus passive index funds, most investors will be keen to jump ship. And…