Archive by tag "advisors"

How Do I know He’s Not A Bernie Madoff?

December 24th, 2013

How can you tell if an asset manager is a legitimate professional or a scammer like Bernie Madoff? There are a number of “red flags” that should make you wary when choosing an asset manager such as promises of excessive rates of return (anything in excess of 6%) or strategies that involve borrowing money against [...]

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Fund Costs and Advisor Compensation

September 18th, 2013

I have spent a lot of time recently trying to find an easy way to determine exactly what a recommended mutual fund is going to cost my clients. The results include bad news and good news.

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Straight Talk on Financial Advisors

September 18th, 2013

Earlier this year, I was privileged to participate in a discussion group on financial advisors which included six financial advisors from across the country. This was an interesting group. The individuals in the group were very experienced and included CFP’s (Certified Financial Planners) and CFA’s (Chartered Financial Analysts). After a wide ranging discussion on the [...]

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