Archive by tag "fraud"

Reasonable (and Unreasonable) Rates of Return

September 16th, 2015

The Financial Planning Standards Council recently promulgated Projection Assumption Guidelines. The Guidelines help financial planners set appropriate assumptions when developing financial plans for clients. The most interesting guidelines are those for investment rates of return.

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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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