Investing

/Tag:Investing

Weighing In – 401(k) Fees, Wall Street and the Supreme Court

Americans who are saving for retirement in company-sponsored 401(k) plans have paid billions of dollars of excess expenses to Wall Street investment firms.

There are layers […]

Why Robo Investing Is Not Competency of Investment Advice

Well the financial e-zines did it again. The Daily Wire featured SigFig saying its algorithms: “Will spotlight advisor “mistakes,” including the use of funds costing […]

Why Index Fund Investing is the Last Thing You Should Do

I have a beautiful red brindled Whippet. He’s always scouting around for something to eat or filch surreptitiously. When I am cooking or cleaning up […]

What Robo Investing Really Looks Like

I just finished reading an article about a debate between the Wealthfront CEO and Ric Edelman. It intrigued me enough to go to the Wealthfront […]

Why Investors Aren’t Getting What They Pay For (Infographic)

In his popular book, What Investors Really Want, Professor Meir Statman explains that investors want to play the investment game, and they want to win. […]

By |December 16th, 2014|Categories: Advisors|Tags: , , , , |7 Comments

Does Your Financial Advisor Owe You Money? – Breaches of Care

In my previous post, I discussed the applicable standard of care that financial advisors owe their clients. In this post, we will discuss some of […]