We have entered that time of year where the financial media goes into overdrive, dispensing more misinformation than usual. The trigger is end-of-year prognostications about next year.
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High priced investment consultants market their services to institutional investors by claiming their ability to “beat the market.”
Sometimes I think we (financial journalists) spend so much time discussing the fine points of investing we miss the basics. Recent events indicate many investors – even those with great wealth – need a reminder to get their financial lives in order.
I’m going to give you two suggestions for selecting an RIA. I want to make it really easy for you.
Investing and financial planning are not complex. If we want to impact the next generation, we need to give them a plan that’s easy to understand and simple to implement.
There is a “tissue of lies” perpetuated by much of the securities industry that could keep you from reaching your retirement goals.