Despite lots of criticism of the investment industry, one investment manager writes on why he is proud to do his job. Read more
Leave a CommentAdviser Relationship
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Due to the proliferation of new computer-assisted advisory platforms, it’s natural to ask what investment advisers of the future will look like and whether they’ll be humans or robots. A fast-growing segment of the investment advisory market focuses on providing … Read more
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Here’s a sure-fire way to get gouged: Walk onto a car lot, ask a salesperson to point out the vehicle with the smoothest ride, then purchase that vehicle regardless of price. It sounds reckless, but this is not far from … Read more
Leave a CommentMany of us had the blessing of spending some quality time with our families over the holiday break. For my family, it was a rewarding time. We played games and sports and watched a lot of movies. In the midst … Read more
12 CommentsThe relationship that investors have with their investment advisers can be one of the most important determinants of success. We wanted someone to speak about what forms a healthy adviser/investor relationship, so we invited Kathy O’Connor, CFA, chairman of the … Read more
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Are you more like a stock or a bond? Chances are this question has never occurred to you. But it’s one you’ll need to answer when you use the concept of human capital to diversify and build your wealth. Wealth … Read more
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