In a recent article on the blog, I Heart Wall Street, the topic of broker versus adviser was brought up yet again. This is a reoccurring topic within the industry, and it’s mostly due to the continued confusion surrounding it. We feel this is a very important topic for investors to research. The primary difference between… [Read More] Broker? Or Adviser?
This category page is designed to keep our readers up to date on what we are reading from others in the investment industry.
Should your kids be considering an IRA? According to a recent post on Marketwatch, maybe. The catch is that they need to have some form of earned income to qualify. When I worked during my summer vacation back in high school, I know I probably wouldn’t have wanted to save money for retirement. In hindsight,… [Read More] Should Your Kids Have IRA Accounts?
From this awesome article on A Wealth Of Common Sense, all we need is Potsie and Fonzie! The article draws some GREAT parallels to the current bond market and interest rate scenario we are staring down in 2015. A line that had specific importance to us was: “When risk strikes and stocks get hit, investors will… [Read More] The 1950’s Bond Market May Be A Template For Today
On the blog, Pragmatic Capitalism, we found an article from Cullen Roche that we considered extremely insightful, and share-worthy to all of you. It is truly astonishing how many well-educated folks have fallen prey to some of the myths in economics. It’s time to clear up some of the most widely misunderstood points of economics… [Read More] The Most Frequent Economic Myths
James Osborne, from Bason Asset Management, recently published one of the more important articles we’ve stumbled across lately. He talks about the all-important aspect of client-advisor expectations, and how to manage them. There are 2 important ‘expectations’ conversations that every client and advisor need to have. The first being about the expectations the client has… [Read More] Managing Client Expectations
For all you buy-and-hold investors out there, we just wanted to give you a heads up. The Dow Jones Industrial Average is making some changes for the first time since 2013. The technology powerhouse, Apple (AAPL) will be added to the DJIA on March 19th, and AT&T (T) will be removed. David Blitzer, chairman of… [Read More] Hey Buy-And-Hold Investors, DJIA Is Making Changes!