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.
[Editor's Note: This guest post is from John Lim, MD. He sent me this email: "I'm a radiologist practicing in Newport Beach, California in a group of about 30 radiologists. I had no prior financial b...
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"Coffee Is for Closers!" How closely does this (profanity warning) classic line from Glengarry Ross or scenes from The Boiler Room resemble the meetings or sales tactics of the modern financial profes...
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!
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.
When most people hear the word “mobile home” (i.e. trailer, manufactured home, etc.), vivid pictures of run-down, older trailers and rougher looking people come to mind. As depicted in the movies, man...
[Editor's Note: Konstantin Litovsky has written before about the merits of a "pooled 401(k) plan." In this post, he talks about the benefits of a customized pooled plan for your individual 401(k) (als...
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.
Some ways of expanding your Roth space come with significant costs, and some are a no-brainer. Find out which ones you should already be doing and which ones you ought to consider now and in the future.
Medical school may not have taught you about money, but we will.
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