Recently, I’ve been doing some studying for the CFP exam. I keep coming across a certain phrase, “all else being equal”, which comes from the Latin ceteris paribus. Whether you’re studying finance, economics, psychology, or biology you’re bound to come across it eventually. What ceteris paribus does is exactly what the translation says. It holds… [Read More] Mistaking Theory for Law
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Here we cover working with an investment advisor, how to find an investment adviser, what kind of questions to ask an investment adviser or financial advisor. We also cover topics like knowing the differences between stockbrokers (also known as financial consultants, financial advisers) and investment advisers -- differences most individual investors may not know.
We also cover areas like fee-only advisors versus fee-based advisors, and fee-only advisors versus advisers working on commission. We don't trash any business model as wrong, but it's important you know how your adviser gets paid.
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https://media.blubrry.com/invest/p/content.blubrry.com/invest/Interview_with_Christopher_Gannatti.mp3Subscribe: Android | RSSWe recently had the pleasure to catch up with Christopher Gannatti, Associate Director of Research with WisdomTree. Based in New York City, WisdomTree Asset Management is the seventh largest ETF provider based on AUM (Assets Under Management). Christopher was gracious to spend time answering our questions about the market, about the economy,… [Read More] MAM 180: Our Interview with Christopher Gannatti, WisdomTree
I recently learned that UPS drivers and Derek Zoolander share something in common. They can’t turn left. If you remember, Zoolander wasn’t an “ambi-turner”. While UPS drivers can technically turn left if absolutely necessary, it’s frowned upon by management. A recent Quartz article looked into UPS’s no left turn policy. They shared how the small… [Read More] What Makes Something the “Best”
Earlier today, Peter Lazaroff shared an excellent post that he created, which put together some serious wisdom from the financial blog-osphere. The lineup of blogging all-stars weighed in on an interesting topic: what’s the biggest mistake investors make? You can check out the post on Peter’s site here: https://peterlazaroff.com/2017/01/30/whats-the-biggest-mistake-investors-make/ I think all of the participating bloggers made valuable… [Read More] Will This Still Be a Good Idea in a Few Weeks?
Boy did I pick an interesting week to be out sick with the flu! The Dow FINALLY hit 20,000 (and is now back under it again, HAHA). Oh, and the roller-coaster ride of President Trump’s first term officially began. Long story short, there certainly wasn’t a shortage of things to talk about on Twitter. Here’s… [Read More] Tim’s Top Links – 1/30/17
Tom Dorsey, founder of Dorsey Wright & Associates, was recently interviewed by Steve Forbes. [Read More] Tom Dorsey interviewed by Steve Forbes