Investors…should start taking a long hard look at their broker [financial advisor/planner] and rethink [what they expect of them] while at the same time empowering themselves to take control of their own situations. This article identifies several warning signs that it may be time to cut ties with your current broker. Words: 721
As more and more investor education and information is freely available online… investors now have an important choice to make. Should you go it alone, stick with your financial advisor, or fire him and find another, perhaps this time a fee-only planner? Words: 740
Getting from point A to point B in the real world can be quite simple. In the investment world, the roadways are constantly shifting. Changes in interest rates, tax policies, unemployment, fiscal initiatives can represent obstacles and navigating these winding paths can require your very own GPS advice. Words: 494
Determine whether you have the time, discipline, and emotional make-up to handle your own finances. Most people think they can succeed on their own, much like the vast majority of people think they are above average drivers. The data shows a different fact pattern. An 18 year study compiled by legendary Vanguard Group founder, John Bogle has shown that the average investor gets destroyed not only by fees, taxes and transactions costs, but also more importantly due to emotional errors and lack of investing discipline. Words: 847
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