broker complaints

Broker Complaints…You’d Never Know It

You’d think it would be easy to find broker complaints when an advisor or broker has left a string of unhappy customers behind. Not so much, it turns out. A … Read more

Posted on October 21, 2013 by
investment companies

Choosing Among Investment Companies

Most retirement investors don’t have to choose among investment companies. They join a 401k plan at work and the advisor for that plan is set. Often, they can’t even choose the investments, … Read more

Posted on September 2, 2013 by
investment advisor

How To Hire An Investment Advisor

If you manage to save up enough money to worry about it — and I hope you have this problem — you eventually wonder if you need to hire an investment … Read more

Posted on August 30, 2013 by
what is investment management

What Is Investment Management? A Primer

Once you begin to save up a little money, the next step is to figure out how to invest it. There’s a strong case to be made for investing in … Read more

Posted on July 5, 2013 by
financial planning

Five Signs You Really Need Financial Planning

Financial planning is one of those tremendously off-putting topics, at least for some. If you don’t already find budgeting and investing interesting, it sounds like drudge work. Yet you should … Read more

Posted on July 3, 2013 by
managed IRA

Is a Managed IRA Right for You?

The financial press has picked up on the idea of managed IRA accounts, and with good reason: Retirement savers have paid far too much for too long and often buy the wrong … Read more

Posted on June 7, 2013 by

Find a Financial Adviser Using One Benchmark

Getting competent help can be hard. Hiring a babysitter, vetting a lawn service, figuring out which plumber is going to fix your leaky pipes for a reasonable fee. Same for … Read more

Posted on April 1, 2013 by

Financial advisers: the Good, the Bad, the Ugly

Online portfolio management company, Betterment, stirred up quite a controversy this month brashly challenging both the efficacy and ethicality of the investment advisory business in its blog post, “Financial Advisers Are … Read more

Posted on May 25, 2012 by

How to avoid becoming Wall Street’s muppet

A former executive director of Goldman Sachs caused a stir earlier this month when he spurted that some of the firm’s higher-ups deride clients as “muppets” — Wall Street slang … Read more

Posted on March 23, 2012 by

Stop Paying Wall Street to Take Your Money

“Odds are you don’t know what the odds are.” —Gary Belsky and Thomas Gilovich, “Why Smart People Make Big Money Mistakes” Rule number one for spending your hard-earned dollars—pay for … Read more

Posted on November 18, 2011 by