The Goals of An Advisor: there are only a few goals ALL advisors should have. They may seem simple, but they are not.
The Goals of An Advisor
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The Most Important Lesson I Learned This Year
An exchange I had with Ben Carlson on Twitter last week sets the table to share the most important investing lesson I learned in 2015: @awealthofcs one of the biggest things I've learned from your writing and @michaelbatnick's is that all of those work in their own...
Reaching for Yield and Baseball’s Steroid Era
Remember how cool the home run race was back in 1998? Sammy Sosa and Mark McGwire both broke Roger Maris's single season record of 61 homers in a season. It was pretty easy to get swept up in this exciting story line, and it was fun too. It was a home run hitter's...
Why the Dogs of the Dow Have Worked
The Dogs of the Dow strategy has become pretty well known over the years. It's been described as a simple way to own a reliable portfolio of high yielding blue chips that outperform the market over time. The Dogs of the Dow strategy entails ranking the 30 members of...
What are 12b-1 Fees?
Have you heard of 12b-1 fees before? If you invest in mutual funds, I hope you have. You'll find these fees on a fund prospectus or a website like Morningstar. In this week's video, Tim shares the basics on 12b-1 fees. 12b-1 fees draw their name from the section of...
What are Mutual Fund Class C Shares?
We've already covered class A and class B shares of mutual funds, so in this video I explain what mutual fund class C shares are. Again, I cannot stress the importance of understanding these different share classes enough. Too many investors get themselves into...
MAM 178: Floating Rate Bond Funds – Trading Rate Risk for Credit Risk
It's important to remember that eliminating one type of risk almost always results in assuming another when it comes to investing. There are no returns without some degree of risk taking. You'd know that to be true if you were tried out litecoin to bitcoin margin...
What are Mutual Fund Class B Shares?
Tim recently covered what mutual fund A shares are, so if you missed that video, I encourage you to check it out! As noted there, mutual funds have different share classes. It's very important that investors understand these different classes and the potential...
What are Mutual Fund Class A Shares?
Perhaps you've seen that mutual funds have different share classes? Whether or not you've noticed this, it's something you need to be aware of as an investor. Aside from knowing that mutual funds offer different share classes, investors also need to know what these...
What The Martian Can Teach You About Investing
I was a little late to the game, but better late than never, right? I just finished reading Andy Weir's The Martian. This science fiction novel was recently made into a movie, starring Matt Damon, that will debut in October. If you haven't seen a commercial yet, check...
