Changes in the brokerage industry can cause a broker to move from one brokerage firm to another. Moving your business with the broker may not be in an investor’s best interest.
Are you getting what you are paying for when it comes to managing your mutual funds? Could you save some money and still get near the same returns?
Do you know your investment style? Do you know what an investment style is? You may have heard the terms, “buy and hold”, or “actively managed”. How about “sector rotation”? Each of these refers to a particular style of investing and many other styles exist as well. The point I want to make is that if you adopted one of the most popular styles, and the style that many investors fall into by ease, you probably lost money during the past ten years.
There are only two ways to make money…. People at work and/or money at work!
Discuss this concept with a child and observe their reaction. Plant the seeds for financial comprehension and success.
How valuable would life insurance be to you if you knew you were sick or dying? How much is something worth when you can’t get it?
An individual retirement arrangement, or IRA, is a personal savings plan which allows you to set aside money for retirement, while offering you tax advantages. You may be able to deduct some or all of your contributions to your IRA.
Take advantage of an opportunity to open checking and savings accounts for your child and teach them the financial lessons they will need to know to excel in life.
Will our economy experience inflation or deflation first? Which will have the greatest impact? You decide.
Financial incentives and administrative burden may cause some Brokers and Advisors to neglect the proper servicing and education of their investment clients.
There are a few standard sales or distribution models employed by the Broker-Dealer and Investment industries. Each model compensates the broker or planner in a different manner. Though most still incent the broker/advisor to seek out investors with larger amounts to invest.