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Tag: Morningstar

What on Earth is a “Liquid Alternative”?

| July 5, 2015 | 0 Comments

Scarcely a day goes by that I don’t receive a call or at least two emails from somebody trying to sell me a “Liquid Alternative” mutual fund. Thankfully, only one of my clients has come to me saying “I’ve got to have some of these.” So what are these things and why might you want […]

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The Value of a Financial Advisor

| September 4, 2013 | 0 Comments

We Americans tend to be a very optimistic bunch. It’s part of our national character and some might even say part of our DNA. Perhaps that’s why casinos are so popular despite certain knowledge that the odds are against us. How else could you explain spending $1 for a lottery ticket with odds against us […]

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