How To Negotiate Lower Advisory Fees
Are you paying too much for financial advice? It isn't hard to learn to negotiate from a position of power to lower fees and stop giving money away.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Are you paying too much for financial advice? It isn't hard to learn to negotiate from a position of power to lower fees and stop giving money away.
Dave Ramsey continues to recommend commissioned salesmen as investment advisors and actively managed mutual funds, hurting his listeners.
I receive multiple requests a month to be somebody's financial advisor. I routinely turn those requests down for a number of reasons that I thought might make for an interesting post. I'm going to com...
Stop underperforming the market. You don't need to market time, pick individual stocks, hire an advisor, or pursue other risky behavior in order to boost investment returns.
This doctor wanted a Roth 401(k) option to save for retirement. His partners resisted...for no good reason at all. Here's why it makes sense for many.
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Most "financial advisors" are salesmen, pure and simple. Meet with them at your own risk. Learn their tricks in this article.
I thought I would share two emails I received in a 24 hour period earlier this year. They are very similar to other emails I get multiple times a week and demonstrate very well why I believe paying co...
Bill Bernstein's newest in the Investing for Adults series is well worth your time. Engaging, relevant, and filling. Get yours today!
Taxes should be a primary and ongoing focus of every investor. Read this for ideas to minimize the effect of taxes on your portfolio.
Once people know you're an "investing guy" you get to hear about all kinds of interesting opportunities. So when I walked into my shift recently, one of my partners handed me a book titled, "Smartest...
Ever thought of investing in biotech stocks? Think you as a physician have an edge over the pros? Here are the pros and cons of adding them to your portfolio.
Thought about investing in commodities or managed futures? Read this pro-con article on managed futures to see whether they are a could investment for your portfolio.
After studying the industry and learning the business from the inside out I discovered investing in manufactured housing is an opportunity in disguise. Read this to see why.
Are the benefits of a pooled individual 401(k) worth the hassle and cost? Is Vanguard the place to find the perfect 401(k)? This post will help you make that decision.
An excellent book called The 5 Mistakes Every Investor Makes and How to Avoid Them has some of the best writing I have seen anywhere in a personal finance or investing book.
Medical school may not have taught you about money, but we will.
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