Sure! The Experts Recommend Index Funds...
#Financial Literacy #Advisors… but what exactly are they and how do they differ from what most investors are sold? “The best way to own common stocks is through an…
Mutual Fund Fees are Under the Gun
#Advisors #InvestingIn this May 7, 2010 article in the New York Times, we see mutual funds in the spotlight again. The big focus relates to the question…
Stay On the Rails
#Advisors #Financial Literacy #TravelWhat do most financial advisors and African/Middle Eastern carpet salesmen have in common? A few years ago I took a train from Algiers, Morocco (a…
My Beef With Canadian Brokerages
#AdvisorsAs a financial consultant, I work with clients using a variety of discount brokerage services. And if I can be so brash—they’re awful. Simply…
Can Anyone Find Index-Beating Mutual Funds? Maybe!
#Financial Literacy #AdvisorsRoughly 95% of investors are either financially uneducated, or they believe they can find needles in haystacks. The financially uneducated ones give their money to financial…
Is An Entire Generation Getting Ripped Off?
#Financial Literacy #AdvisorsMy mother-in-law bought a couple of variable annuities two years ago. They “guaranteed” her money, she was told. She could get stock market-like returns over time,…
Show Me The Money!
#AdvisorsHiring a financial advisor could be one of the most important decisions you’ll ever make. Hire the wrong one, and you could be living like…
The Importance of Protecting Your Assets
#Advisors #Financial LiteracyHas your investment account dropped far more than it should have? Recently, a 56 year old friend complained about his investment account and he asked me…
Investment Advisory Services Plunder Individual Retirement Accounts
#Advisors #Financial LiteracyI’ve always been a fan of Scott Burns’ finance articles, and this one is no exception. He paints an ugly picture of financial service fees…
So You’re An American Looking For An Effective Investment Advisory Service?
#AdvisorsWhen I first met my wife, she was intimidated at the idea of questioning an investment advisor. Most people feel the same way. But she was…