Wall Street

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Look Before You Leap into Schwab’s New Robo Investment Service

Schwab advertises its new automated investment service as: “No advisory fees, no account service fees, no commissions, period.”

Schwab’s disclosure, which appears on the home page […]

What Dad Never Told You About Financial Advisors

You have a financial advisor who influences or controls your planning and investment decisions. Your financial future depends on the quality of the advice and […]

Weighing In – Standing Up to Financial Bullies

You may believe Wall Street is a financial powerhouse. It employs thousands of smart people who know how to make money for investors. See Michael […]

By |March 9th, 2015|Categories: Wall Street|Tags: , , , |0 Comments

How a Financial Advisor Warning Label Could Protect You

Your physical health is more important than your financial health. However, financial health is a close second. Financially secure people live happier, healthier, longer lives.

Two […]

Obama is Only Half Right – $17 Billion is the Tip of the Iceberg for Investors

When Obama recently spoke before the AARP he called for higher standards on stockbrokers who provide investment advice and services for retirement assets. His comments […]

Geeks Can Change Wall Street

Geeks, aka high earning millennials, have the potential to change the way Wall Street conducts business. This may actually happen if they are not willing […]

By |February 27th, 2015|Categories: Wall Street|Tags: , , |0 Comments