In this age of ever-expanding technology, the data-gathering process for a financial plan has gradually become less complicated and intrusive. However, a great deal of hard work still falls on the shoulders of financial planning clients. People still have to … Continue reading
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Deceptive Advisor Marketing: Manipulated Investment Performance
Deceptive Advisor Marketing: Manipulated Investment Performance Investment advisors have pioneered clever ways to make themselves look far better than they actually are. Some of these practices were recently exposed in “Debunking Deceptive Sales Pitches” published the Journal of Financial Planning. … Continue reading
Even The Best Have Difficulty Timing The Market
The investment community lost one of its more colorful characters earlier this year with the passing of Martin F. Zweig, a Cleveland native and prominent market pundit, author, and chairman of Zweig-DiMenna Associates LLC, a New York investment firm. His … Continue reading
Sustaining Lifetime Income Throughout Retirement
An estimated 10,000 people are retiring every day, and this unprecedented surge of new retirees is expected to last for the next 17 years. Most will roll their retirement plan assets into an IRA account, and that money plus Social … Continue reading
2012 Economic and Investment Predictions: How Did They Do?
One of the more interesting myths in the investment world is that large financial institutions, with their access to mountains of data pored over by teams of staff economists, can determine where the markets are going and profit accordingly. Gullible … Continue reading