Recent Morningstar research once again reveals what should be common knowledge by now – many Wall Street mutual fund managers are interested in growing their wealth, not yours. Karen Dolan, director of analysis at the firm revealed the pathetic truth about the majority of fund managers and their reticence to invest in their own products.
As [...]
Category Archives: Investment Advisors and Wealth Managers
Is Anyone Surprised? Mutual Fund Managers Shun Their Own Funds.
Monday, January 4, 2010
Hire an Investment Advisor or Go It Alone?
Wednesday, December 16, 2009
After reading Rick Ferri’s recent Forbes article ‘Who Cares What The Dow Did Last Week?’ one may question the validity of hiring an investment advisor. With the numerous financial tools available to consumers today, individuals should feel more confident defining and implementing their investing strategy themselves by following his guidelines:
–Settle on an allocation between stocks, [...]
Tracking 9 ETF Portfolios – Surprise Winners and Losers So Far in 2008
Thursday, September 11, 2008
The famous professors at Yale have proven that asset allocation accounts for 90% of a portfolio’s return and that stock picking and market timing account for less than 10%. So what a great time to look at how different asset allocations are faring in this market!
In 2008 it turns out that asset allocation decisions have everything [...]
Top 5 ways to keep your financial advisor, stock broker or money manager honest
Monday, August 11, 2008
I believe that everyone, no matter how much investment experience they have, should learn how to take control of their investing, buy a well diversified portfolio of index funds, periodically rebalance their portfolio, and allow their money to compound without fees. So do Warren Buffett (read what he wrote about fees), John Bogle, David Swensen, [...]
