Investment Advisors Archive

John Bogle

Build A Statue For John Bogle? Here’s A Better Idea

by

My partner, Mitch Tuchman, wrote a lovely tribute to the late John Bogle for MarketWatch. It captures Bogle’s essential goodness and the mission that drove him his entire life: helping everyday people retire with more by dramatically lowering the cost… Continue reading

 
financial advisor

What Do You Really Need In A Financial Advisor?

by

Ask 100 people what they want from a financial advisor and nearly all would say, “Um, advice?” Too bad that’s not what most financial advisors do. In fact, most are not even qualified to give advice. Sure, they take exams… Continue reading

 
Female financial advisors

Introducing: The Money Motivation Video Series

by

Investing can feel challenging and we often just postpone thinking about our savings and investing goals. We hear you! Our Rebalance team wants you to feel comfortable and in-the-know so we are launching a video series where you’ll hear directly… Continue reading

 
hidden fees

Merrill Lynch Bombshell On Hidden Fees Is Hardly A Surprise

by

A couple of years ago, I spent an inordinate amount of my time on Capitol Hill talking to lawmakers about a new investment rule in the works designed to expose hidden fees charged by stock brokers. Called the fiduciary rule,… Continue reading

 
SEC rule

New Rule Safeguards Wall Street’s Profit Pipeline, Putting Investors at Risk

by

The Securities and Exchange Commission, the chief regulator in charge of Wall Street, has a startling message for investors: “You’re on your own.” The SEC has just opened to public comments a potential change to how your stockbroker must operate.… Continue reading

 
investment steps

4 Concrete Steps For Real Investment Peace of Mind

by

It was Dr. Martin Luther King who said “the arc of the moral universe is long, but it bends toward justice.” Weighty words indeed, but they feel apropos of the back-and-forth we see in Washington over a rule meant to… Continue reading

 
Stock Broker

Is Your Broker Really On Your Side? SEC Action Might Force Hand Of Advisors

by

Quick question: What title does your financial advisor use? What’s actually on his or her business card? If the words are “financial advisor,” the feds could come calling with pointed questions. The problem is one of legal responsibility. In the… Continue reading

 
christie whitney

A Financial Advisor Cares About Your Financial Health

by

Being a good financial advisor is a lot like being a good personal physician. You have to listen to what the patient means, whether they are saying it out loud or not. Every primary practice doctor has this experience. The… Continue reading

 
foreign investing

The Simple Genius of Mark Mobius, Foreign Investment Pioneer

by

Mark Mobius, a fixture in international investing from his perch at the Franklin Templeton mutual fund company, will retire this month after three decades of leading American investors to foreign shores. Like the founder of Franklin Templeton, the late John… Continue reading

 
    

Send this to a friend