A Google search for “Questions to Ask Your Financial Advisor” will yield an abundance of articles ranging from exhaustive to utter nonsense. The below list…
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Hard Ball Questions to Ask Your Advisor
Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and react to markets—and particularly studying the most common mistakes investors make—can give us an edge...
read moreDon’t Underperform Yourself
Prolonged bull markets can lead to false confidence for do-it-yourself investors, financial advisors, and professional institutional money managers. After all, everyone looks like a genius…
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Pure Q1 Recap in Pics (and a few words)
We are trying something new to convey our view of the world to our readers. We have heard feedback from investors that industry market commentary…
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Advantages of Working with Independent Firms
The perception exists that investing money with large, established firms is the conservative route. The explosive growth of the independent Registered Investment Advisor (RIA) tells…
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Mismanaged Bond Portfolios Are Costly
Fixed income investing used to be much easier. An investor could clip 5% return in their sleep without taking much risk. For example, from 1987…
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Does Dollar Cost Averaging Work?
There are two types of Dollar Cost Averaging (DCA). Automatically saving in your employer’s 401(k) is the good version. The investor is systemically purchasing shares…
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What Are You Paying for Wealth Management?
Time and again I speak with investors who have no clue what their advisor is charging them. CFA Institute published a report (February 2016) “From…
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Google “Bond Bubble” For a Laugh
The term “bubble” is bothersome when describing bonds. Investors are not clamoring to buy 10-year U.S. Treasury bonds with the expectation of getting rich. The…
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Pessimism Reigns Supreme
We talk to clients and potential investors daily. We listen to market experts and consume pages of investment research. It’s interesting to gauge the behavioral…
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