Most written communications from advisory firms are lengthy and text-dense. They seem designed to demonstrate both the expertise of the firm and the complexity of providing financial advice. Neither message will differentiate you from your competitors.
Follow these tips and you will be well on your way to meeting your retirement goals
The strategy of the financial media is to give pundits like Cashin a platform to make guesses about the future of the market, even though there’s no evidence he or anyone else has this expertise.
Three recent events had a meaningful impact on me. They illustrated the devastating consequences of inadequate life insurance. I want to share them with you.
I credit this idea to Derek Sivers, who is a unique individual. He started two very successful companies, sold them at a young age and retired.
Think about the “value” of the investment advice you’re receiving. The average investor realizes returns of about 3.7%, which is below the returns of almost every asset class. Many investors would be far better served by not using any broker and, instead, purchasing one of Vanguard’s LifeStrategy Funds.