Tag: financial advisors

A Case Study in Evaluating a Mutual Fund

| October 5, 2015 | 0 Comments

Suppose I offered you a mutual fund that promised a six percent annual distribution yield (it pays out six percent per year)? Sounds attractive, right? When we evaluate a mutual fund for our clients, here are some of the factors we consider as we perform our due diligence. Are the costs reasonable? Low expenses are […]

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Five Questions People (Almost) Never Ask Their Advisor

| April 6, 2015 | 0 Comments

I meet with a lot of people who are looking for financial advice. Their needs and financial knowledge vary greatly. And yet, it amazes me how rarely I am ever asked five simple, straightforward and utterly critical questions, which will go a LONG way towards helping you differentiate good advisors from salespeople. Each of these […]

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Financial Fraud is on the Rise

| December 5, 2013 | 0 Comments

Recently, financial companies have seen a marked increase in the incidence and sophistication of financial fraud, especially through email. Charles Schwab has informed us that industry-wide attempts at financial fraud have increased more than ten-fold over the past five years from 30,000 per year to more than 300,000. At a recent meeting with other financial […]

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