The Problem With Core And Explore

A core and explore investing approach can give you a taste of both passive and active strategies. The idea being that you put 90 percent of your portfolio into a low-cost, broadly diversified set of index funds or ETFs, and then put the remaining 10 percent of your...

3 Reasons Why DIY Investors Fail

The message is everywhere. You don’t need the input of an investment professional to manage your portfolio. You can easily do it yourself and it takes no time at all. There are many reasons for investors to pursue DIY investing. Perhaps you are tired of paying the...

Steak Knives, Yes. Financial Advice, Maybe Not.

When I was younger I had the opportunity to work for Vector Marketing, the sales arm of Cutco Corporation and the maker of Cutco cutlery – speciality knives with a forever guarantee. The job listing said no experience necessary and it wasn’t all commission-based...

Are Your Assets Under Management Really Being Managed?

Many investors don’t have the time, inclination, or ability to handle their own investing. Once their portfolios reach a certain level they decide to rely on an investment adviser or wealth manager. After all, these “experts” are supposed to have superior knowledge....

Working With The Right Financial Advisor

When I was growing up, my dad used to do his own car maintenance – changing the oil, spark plugs and air filter, and flushing the radiator. He taught my brother how to do these chores so he could save money. Now vehicles have become a lot more complicated and not many...

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