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What Is The Most Important Attribute When Hiring An Investment Manager?
on July 28, 2014
with No Comments
Do you want to trust your advisor is acting in your best interests or do you want them to have the legal obligation and be free of commission-based conflicts of interest?
Chipotle’s Wisdom
on July 27, 2014
with No Comments
These quotes are provocative for what they say about us as Americans.
Newlywed To Do List
on July 26, 2014
with No Comments
While you know about the duplicate wedding gifts to exchange or return, and your mother is reminding you to finish writing Thank You notes, you might not remember all the other things you need to do.
Is AmazonSmile Good For Charities?
on July 24, 2014
with No Comments
There is no reason why charities should not be thankful.
SEC Q&A: How Do I Find Out Whether an Investment Adviser Ever Had Problems with a Government Regulator or Has a Disciplinary History?
on July 23, 2014
with No Comments
You can get copies of Form ADV by accessing the Investment Adviser Public Disclosure (IAPD) website.
Freedom Investing Since 2000
on July 21, 2014
with No Comments
Recently we did an analysis of the returns of the MSCI Country Specific Indexes
The Wealth Of Nations Is Their Freedom
on July 20, 2014
with No Comments
“When institutions protect the liberty of individuals, greater prosperity results for all.” – Adam Smith
Freedom Investing Beats EAFE Index by 3.92% Annualized Over Past Decade
on July 19, 2014
with No Comments
Over the past decade the economically free countries have an annualized return of 11.34%. The S&P 500’s annualized return was 7.78%.
SEC Q&A: How Do Investment Advisers Get Paid?
on July 16, 2014
with No Comments
How your advisor is compensated matters. Make sure you can follow the money and know how they are getting paid.
How Can I Tell Who Is Associated With A Broker-Dealer?
on July 14, 2014
with No Comments
If your advisor is on one of these lists you should be aware of how they are paid.
Are We Lab Rats?
on July 13, 2014
with No Comments
If you are not paying for the product, you are the product.
Facebook’s And Your Negative Feelings
on July 12, 2014
with No Comments
In truth, the best way to mollify negative feelings might be to give up your Facebook account entirely.
Radio: Financial Planning in Your 40s and Early 50s
on July 11, 2014
with No Comments
Here is a list of seven things which are important to ensure during these years
Should I Tender My Allergan Shares To Valeant Pharmaceuticals?
on July 10, 2014
with No Comments
Perhaps they should make this into a mini-series.
SEC Q&A: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner?
on July 9, 2014
with No Comments
Here are our answers and comments to the SEC’s eight suggested questions.