Broker/Financial Planner Archive

  • Next, you lack information and exposure. You have no idea what is going on in the market besides what you see on the news - while hedge funds have analysts working around the clock and a bunch of service providers who give minute-by-minute analysis of their portfolio opportunities and weaknesses in all markets with exposures to nearly everything.

    A Rigged Casino

    Posted on January 7, 2012 | No Comments
    Next, you lack information and exposure. You have no idea what is going on in the market besides what you see on the news - while hedge funds have analysts working around the clock and a bunch of service providers who give minute-by-minute analysis of their portfolio opportunities and weaknesses in all markets with exposures to nearly everything.

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  • Having a fee-based investment professional handling your portfolio will get you as close as possible to receiving advice that is based on nothing but the advisor's best knowledge and evaluation of the market. They advise only what they consider top performing funds since sales commission is not a consideration and does not create any conflict of interest for them.

    Prospering with Mutual Funds: How anyone can “Afford” an Investment Advisor

    Posted on March 10, 2011 | No Comments
    Having a fee-based investment professional handling your portfolio will get you as close as possible to receiving advice that is based on nothing but the advisor's best knowledge and evaluation of the market. They advise only what they consider top performing funds since sales commission is not a consideration and does not create any conflict of interest for them.

    Continue Reading...

  • Be careful of financial planners, but a good one who charges only a fee will be easier to find than a broker. Some are CFPs, Certified Financial Planners. That doesn’t mean they know how to make money. Most have the same training as brokers – all bad. You definitely don’t want one with ties to any financial organization or brokerage company.

    Changing Brokers/Financial Planners

    Posted on March 10, 2011 | No Comments
    Be careful of financial planners, but a good one who charges only a fee will be easier to find than a broker. Some are CFPs, Certified Financial Planners. That doesn’t mean they know how to make money. Most have the same training as brokers – all bad. You definitely don’t want one with ties to any financial organization or brokerage company.

    Continue Reading...