- Avoiding Financial Advisor Frauds and Scams - Part 1
Part 1 of the The Never-Do List - 22 Good Ways to Avoid Financial Advisor and Investment Counselor Frauds and Scams This article discusses things that you
in Public bookmarks - Avoiding financial advisor frauds and scams - The Never-do list - Part 2 - Financial Advisors, Investment Counselors, and th...
Avoiding financial advisor frauds and scams - The Never-do list - Part 2 - Financial Advisors, Investment Counselors, and the Financial Industry > Frauds and Scams by Financial and Investment Advisers - Financial Articles, This article discusses things that you should “never do” with a financial planner or investment advisor. It covers fees, payments, and proprietary investments.
in Public bookmarks - Avoiding financial advisor frauds and scams - The Never-do list - Part 3 - Financial Advisors, Investment Counselors, and th...
Avoiding financial advisor frauds and scams - The Never-do list - Part 3 - Financial Advisors, Investment Counselors, and the Financial Industry > Frauds and Scams by Financial and Investment Advisers - Financial Articles, This article discusses things that you should “never do” with a financial planner or investment advisor. It covers unsolicited advice, sales pressure, and account decision making discretion.
in Public bookmarks - Avoiding financial advisor frauds and scams - The Never-do list -- Part 1 - Financial Advisors, Investment Counselors, and t...
Avoiding financial advisor frauds and scams - The Never-do list -- Part 1 - Financial Advisors, Investment Counselors, and the Financial Industry > Frauds and Scams by Financial and Investment Advisers - Financial Articles, This article discusses things that you should “never do” with a financial planner or investment advisor. It covers advisor selection, contracts, signatures, and ownership title.
in Public bookmarks - Conclusion of the Biggest Personal Finance Story of the Past 30 Years
< <-- Go to Part 4 The Biggest Personal Finance Story of the Past 30 Years - Conclusion This article concludes our series on the greatest personal
in Public bookmarks - Conclusion to: What Is a Well-Diversified Investment Portfolio?
<<-- Continued from Part 1 In addition to showing that large numbers of additional stocks are required to achieve measurable improvements in
in Public bookmarks - Default under the Citibank Credit Card Contract
PIRATES OF THE CREDIT SEA - Part 6: Default under the Citibank credit card contract This final article in this series discusses the seven conditions of
in Public bookmarks - Factors Favoring Roth IRA and Roth 401k Plan Contributions - Part 2
Factors that tend to favor Roth tax-advantaged plan contributions - Part 2 (Continued from Part 1...) In a recent article, Traditional versus Roth
in Public bookmarks - Factors that tend to favor Roth tax-advantaged plan contributions (Part 1 of 2) - Personal Financial Planning > Retirement P...
Factors that tend to favor Roth tax-advantaged plan contributions (Part 1 of 2) - Personal Financial Planning > Retirement Planning - Financial Articles, In a recent article, which is listed in this category and is entitled Traditional versus Roth tax advantaged plan contributions, The Skilled Investor discussed why the average taxpayer would tend to benefit more by contributing to traditional rather than to Roth tax advantaged IRA and 401k retirement plans. This follow up article, which is in two parts, discusses eight personal financial planning factors, which could flip one's preference toward making current contributions into Roth tax advantaged plans instead.
in Public bookmarks - Factors that tend to favor Roth tax-advantaged plan contributions (Part 2 or 2) - Personal Financial Planning > Retirement P...
Factors that tend to favor Roth tax-advantaged plan contributions (Part 2 or 2) - Personal Financial Planning > Retirement Planning - Financial Articles, In a recent article, which is listed in this category and is entitled Traditional versus Roth tax advantaged plan contributions, The Skilled Investor discussed why the average taxpayer would tend to benefit more by contributing to traditional rather than to Roth tax advantaged IRA and 401k retirement plans. This follow up article, which is in two parts, discusses eight personal financial planning factors, which could flip one's preference toward making current contributions into Roth tax advantaged plans instead.
in Public bookmarks - Hitting the Citibank Stone Wall in Polite Conversation
PIRATES OF THE CREDIT SEA - Part 4: Hitting the Citibank Stone Wall in Polite Conversation This article continues my personal saga of trying to get Citibank
in Public bookmarks - How to lie with statistics: Investment performance charts (Part 1 of 2) - Financial Advisors, Investment Counselors, and the...
How to lie with statistics: Investment performance charts (Part 1 of 2) - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, Historical investment performance charts for investment funds might be historically accurate, but their presentation in advertising, on line, and in printed materials can amount to lies from several perspectives. Performance charts are designed to lure gullible individual investors with an implied promise that superior past performance will continue. The financial research literature tells us clearly that on average this is a promise that cannot be kept. In other words, historical performance charts are a veiled lie. They...
in Public bookmarks - How to lie with statistics: Investment performance charts (Part 2 of 2) - Financial Advisors, Investment Counselors, and the...
How to lie with statistics: Investment performance charts (Part 2 of 2) - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, The securities industry and many of its brokers and investment advisors know that low cost index strategies are better for individual investors. However, the active management beat the market industry crowd will not make any money off of you, if they tell you that. They have to push the we deliver superior performance mantra, because that is the justification for their excessively high and performance killing fees. Since market realities make it virtually impossible for actively managed funds to consistently beat the ...
in Public bookmarks - I Want My Treasure Back Please
PIRATES OF THE CREDIT SEA - Part 3: I want my treasure back!! (Please) What are my rights in the situation that I summarized in my previous article: PIRATES
in Public bookmarks - I Write to the President of CitiBank Customer Service
PIRATES OF THE CREDIT SEA -- Part 5: I write to the President of CitiBank Customer Service My saga to recover my credit card treasure continues. Previous
in Public bookmarks - Instead of highlighting dozens or even hundreds of perennially superior mutual fund money managers, the media conversation h...
<<-- Continued from Part 1 (Where's Waldo? The illusion of superior professional mutual fund manager performance.) Instead of highlighting dozens or even
in Public bookmarks - My Treasure Is Taken by My Credit Card Company
PIRATES OF THE CREDIT SEA - Part 1: My Treasure Is Taken! Regular readers of The Skilled Investor have already been warned previously of the general dangers
in Public bookmarks - Part 2 of the Biggest Personal Finance Story of the Past 30 Years
< -- Go to Part 1 The Biggest Personal Finance Story of the Past 30 Years - Part 2 To understand what has happened to the market valuation of the financial
in Public bookmarks - Part 3 of the Never-Do List - What Not to Do with a Financial Advisor
Part 3 of the The Never-Do List - 22 Good Ways to Avoid Financial Advisor and Investment Counselor Frauds and Scams This article discusses things that you
in Public bookmarks - Part 4 of the Biggest Personal Finance Story of the Past 30 Years
< <-- Go to Part 3 The Biggest Personal Finance Story of the Past 30 Years - Part 4 What does it mean to individual investors that the financial
in Public bookmarks
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