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Financial Fraud Just Keeps On Coming

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...



How To Avoid Becoming Rich

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...



Is Now The Time To Sell My Investments?

“Is now the right time to sell my investments?” 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 the question, the responses run the gamut from “I read that stocks are overpriced...



What Is Your Advisor Really Costing You?

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...



What’s The Real Risk In Your Portfolio?

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...



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