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Studies Show Investors Ready to Look at New Advisors
Breaking Up a Relationship Doesn't Have to be Difficult Breaking up is tough to do, especially when you’ve had a chummy relationship with your financial advisor. BusinessWeek recently ran an article...
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Fees, Exploitation and Confusion Hammer Investors
The financial industry is out to hammer you. If you haven’t figured that out, then it’s time to wake up to the cruel realities of the industry. Let’s see what it takes to become the hammer rather than...
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Membership Privileges: Cheese Tubs & Space Travel
With Senate proposals pushing to cap debit card fees earned by the credit card companies (Visa Inc. [V] and MasterCard Inc. [MA]), you better hurry up and take advantage of underappreciated membership...
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The Annuity Trap
Like the infamous Roach Motel, annuities allow investors to check-in while making it very difficult to check out. In many instances, getting out of annuities can be cost prohibitive (fees, charges,...
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Buy-Out Firms Shooting Blanks
Photo source: Photobucket During the golden age of the mega-buyouts in the mid-2000s, when banks were lending like drunken sailors, and private equity firms were taking the practically free funding to...
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Investment Credentials: The Letter Shell Game
Photo Source: Imetco.com In most professional industries – whether you are talking about a doctor, lawyer, dentist, accountant, or other respected field – a comprehensive and rigorous multi-year...
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ETF Slam Dunk: Mixing Jordan & Rodman
Players in the same game may use different strategies in the hunt for success. Take five-time NBA champ Dennis “The Worm” Rodman vs. Hall of Famer and fourteen-time All-Star Michael Jordan. Rodman’s...
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Investor Wake-Up Call
Source: Photobucket The Pre Wake-Up Conversation “Hey Milfred, did you see our brokerage statement? There must be a misprint. It says our portfolio of bonds is down.” “Buford, how can that be, when our...
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Performance Beauty in Eye of Beholder
The average person may be a good judge in picking the winner of a beauty contest, but unfortunately your average investor is ill-equipped to sift through the thousands of mutual funds and hedge funds...
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10 Ways to Destroy Your Portfolio
With the rise and frequency of heightened volatility in recent years, investing has never been as difficult as it is today. However, the importance of investing has never been more crucial either,...
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Retirement Epidemic: Poison Now or Later?
We live in an instant gratification society. The house, the car, and annual vacation take precedence over contributions to retirement and savings accounts. It therefore comes as no surprise to me that...
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Building Your All-Star NBA Portfolio
Image by © Royalty-Free/Corbis You may or may not care, but the NBA (National Basketball Association) playoffs are in full swing. If you were an owner/manager of an NBA team, you probably wouldn’t pick...
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