This is a mercifully short blog just to drive home a few points.First, the heading -30 + 43 = 13 is indeed a myth, it is false . . . if we’re talking about rates of return. The correct math is this; -30 + 43 = 0 or, more precisely, -30% + 43% = 0% […]
This post heading is NOT a myth, for once. Think about common risks in your life and the tactics you use to minimize or avoid them. If you’re trying to lose weight then you burn more calories (read: Exercise) and consume fewer or at least better calories (quality proteins, greens, fruits & oils versus sugars,
THE TWO MOST IMPORTANT FINANCIAL TOOLS FOR 2017 Read More »
I want to profusely thank Brian Love for his excellent Behavioral Finance article in the latest issue of Financial Advisor IQ (The Incredible “Shrinking” Advisor). Love’s article reiterates why the most important aspect of our profession is not securities analysis or projecting rates of return. So I title this post with the myth that you should
I don’t think I have to remind you that this post heading is a MYTH. What’s astonishing with the case below is not so much the jaw-dropping audacity of the crook but the carelessness of his victims. Here’s the story, according to an article by Marlene Y. Satter in ThinkAdvisor. (See my Do’s & Don’ts
Annuity Salespeople Are All Honest & Competent Because of Special Licensing Read More »
I don’t think I have to remind you that this post heading is a MYTH. What’s astonishing with the case below is not so much the jaw-dropping audacity of the crook but the carelessness of his victims. Here’s the story, according to an article by Marlene Y. Satter in ThinkAdvisor. (See my Dos & Don’ts
Annuity Salespeople Are All Honest & Competent Because of Special Licensing Read More »
I don’t think I have to remind you that this post heading is a MYTH. What’s astonishing with the case below is not so much the jaw-dropping audacity of the crook but the carelessness of his victims. Here’s the story, according to an article by Marlene Y. Satter in ThinkAdvisor. (See my Dos & Don’ts
Annuity Salespeople Are All Honest & Competent Because of Special Licensing Read More »
This blog heading is colloquially true, especially when it comes to Investment Adviser contracts. A recent review of compliance violations found- first of all- that 22% of advisers didn’t have contracts with their clients. A contract isn’t required unless a fee of some kind is collected from or owed by a client. So if you
THE DEVIL IS IN THE DETAILS Read More »
This is one of those interesting post titles that is both true and a myth, depending on who is reading it. Hence the danger of mass financial advice directed at the “average person”. As a fan of Vanguard and it’s founder, John Bogle, I want to share their recent timely article on market volatility. And I
Sometimes The Best Action is Inaction Read More »