There seems to be no end to the creativity displayed by fraudsters attempting to fleece unsuspecting investors out of their savings. I find it especially egregious when it’s targeted towards seniors and those who have a limited ability to recover. Human nature can make it difficult for us to resist the apparent opportunity to reap…
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We’ve all heard the stories about the Silicon Valley barber who became a millionaire by listening to and investing in the companies of the executives whose hair he cut. Or about the thousands of employees during the early days at Microsoft who became millionaires simply by accumulating their stock options as the company’s stock price…
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This is a question I get quite frequently from clients, friends, relatives, and even strangers that I meet at seminars. When I inquire as to what prompted such a question, the responses run the gamut from “I read that stocks are overpriced right now” to “The loud-talking guy on TV said so.” In this post…
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In a recent article in Morningstar, John Rekenthaler talked about how Ameriprise and other brokerages/custodians/advisors offer funds based on how much revenue they get from the fund companies. These so-called revenue-sharing agreements, he argues, are a way for the brokerages to hide the income they are actually earning from the advice they are providing to…
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Risk is a commonly used term when it comes to investing, and its importance cannot be overstated. While we cannot control the returns that we get from our investments, we can and should manage the risk very carefully. As I have written before (Don’t Overlook the Risk of your Investments), there are many different types…
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In honor(?) of tax reporting season, here are some ways you might be able to use your pet to save money on your income taxes. Thanks to Emily Zulz of ThinkAdvisor.com for having compiled the original list. Hire your pet for your small business. You heard that right! If you are a small business owner,…
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