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Tag: financial advisers

Fortune may favor the brave, but logic favors caution

February 14, 2022 by admin

The value of Bitcoin has dropped roughly 30 percent since it was announced last fall that Matt Damon was becoming one of the faces of Crypto.com. It’s not the actor’s fault, of course, but it’s not what anyone expected when the site released ads starring the Oscar-winning actor. For proof, consider this exchange from characters …

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You need a process – not luck – to find the right financial adviser

September 24, 2021 by admin

Linda and her husband Stan heard me as a guest on a podcast recently. They are retirees, living near Daytona Beach, Fla., unsure of “just what course to take with our monies.” Linda thought I sounded like “just what we are hoping to find, someone who speaks our language, who is honest, who can help …

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SEC’s new ‘best interest’ rule won’t really protect you

August 13, 2020 by admin

(This column was released to newspapers on July 21, 2020.)   Chances are, you missed the message that the Securities and Exchange Commission recently sent to all investors. It went something like this: Nobody is protecting you, except for you. Oh, regulators weren’t that open and plain-spoken about it, but in finalizing their new “best …

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Legions of planning clients want to fire their advisers

May 24, 2019 by admin

   The market has been on a decade-long bull run, the proverbial environment for a blind monkey throwing darts to build a good portfolio.    And yet, according to recent research, a high number of clients working with financial planners might prefer a blind monkey to the adviser they have.    It’s a shocking indictment …

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