Yearly Archives > 2014

May
17

Fee-Usually

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The Certified Financial Planner Board of Standards, a certification body, dictates that CFP® practitioners may use the term “fee-only” if they solely collect fees for advice and they do not own or work for a financial services business that charges commissions – even if the advisors themselves do not receive commissions. The CFP Board recently investigated […]

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Apr
5

The Stock Market is Rigged

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“Stock market’s rigged. The United States stock market, the most iconic market in global capitalism, is rigged.” – Author Michael Lewis, on 60 Minutes, March 30, 2014 Last Sunday, 60 Minutes Correspondent Steve Kroft profiled author Michael Lewis and his new book, Flash Boys, which tells the story of high-frequency traders and their millisecond “front-running” […]

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Mar
26

Investing is Boring

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“To escape boredom, man works either beyond what his usual needs require, or else he invents play, that is, work that is designed to quiet no need other than that for working in general.” – Friedrich Nietzsche, Human, All Too Human More often than not, “paralysis by analysis” sets in when making investment decisions. The […]

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Feb
13

How Much Do You Need to Retire?

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The most common wealth management question that clients ask involves retirement income planning.  How much money do you need to retire? To answer this question, first you need to know how much you will spend when you retire.  We suggest using three tests to estimate retirement income needs. First, it is imperative to know how […]

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