Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets, and … CONTINUE
Tag: Gainesville
Fiduciary Standards for Financial Advisors
I’m going to weigh in on a topic that annoys the crap out of me. It involves the frantic efforts of the brokerage industry to avoid being held accountable to the same standards that I am held to when I offer financial advice. From the earliest days of the 20th century, the brokerage industry generated …
Investors and Risk
This is from a recent article in the Financial Times. It describes something that happened in the UK but is see the same problem here in the US. I deal weekly with smart people who have virtually no financial sophistication and who find themselves in a box from which they cannot escape. Unfortunately, they are …
The Case for Alternative Investments – Part XI
This is a continuation of my recent argument in favor of a different approach to how you, as a consumer of financial advice, and we, as advisors, need to manage your retirement money. Or any money you have for that matter. In 2008, U.S. equities were gutted. 99.8% of all U.S. equity mutual funds had …
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The Coming Retirement Wave
Are Americans financially prepared for life after work? By Jeff Schlegel. Timely article that appeared on the Financial Advisor website August 17, 2011. It helps contrast what I am doing for my clients today with what the industry as a whole is focused on (or not focused on, if that makes sense). A recent Google …
S&P: Debt default skeptics fueled ratings downgrade
By JOSH BOAK A Standard & Poor’s director said for the first time Thursday that one reason the United States lost its triple-A credit rating was that several lawmakers expressed skepticism about the serious consequences of a credit default — a position put forth by some Republicans. Without specifically mentioning Republicans, S&P senior director Joydeep …
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Comments from Ric Edelman
Ric Edelman runs a company from whom I contract investment management services for my clients. Ric has build an organization that now has over $4 billion under management. That alone says something about his skills and reputation. The following is from an email he sent out to all of us earlier this week. It confirms …
Crisis? What Crisis? – Part II
Last Wednesday saw the market drop 512 points. Yesterday, Monday, saw the market drop 634 points. The blogoshere and the internet in general, talk radio and TV is awash with pundits waving their arms and running off at the mouth. Is it a financial crisis, a political crisis, both, how long will it last, what …
Vacation – sort of…
Memo to: Everyone From: Tony Since we’ve established that the world is not coming to an end as a result of looney tunes in Washington, DC and that there is now a template for helping you make some money with your investments, it’s time for us to play a little golf, a little tennis, and …
Find Free Money to Pay for College – Ch. 2
By now I hope you have found the video presentation under the CollegeMoneyNow.info tab above. If you haven’t, take a few minutes and explore this idea. I’m going to write today about the college process itself. Unknown to parents and students, colleges accept far more students than they can admit. For example, if a college …
Helping Define Your Financial Future 