Tag: investment advice
Jul 6, 2026
“Find a financial advisor who is a fiduciary, someone legally bound to put your interests first.” I have made this recommendation many times over the years. Now, most financial advisors technically qualify as fiduciaries, which is a problem for consumers. In its...
Jan 6, 2025
Over the years of writing these columns, I’ve tried to maintain a mix of topics that address both the technical aspects of investing or financial planning and the emotional component of our money behavior. I realized recently that, despite my love of numbers and...
May 27, 2024
For decades, I have maintained that anyone seeking a financial advisor is best served by a professional who has a fiduciary responsibility to put clients’ interests ahead of their own. One indicator of a planner’s fiduciary status is how they make their money. The way...
Nov 13, 2023
“I guarantee to make you an investment genius in six months. Send me $199, and I will reveal my secret.” Of course, I am not serious. Please don’t send me money. Please don’t send any, either, to other self-proclaimed “experts” who are serious about scamming you with...
Feb 20, 2023
Is investing in the stock market akin to gambling? It certainly carries a reasonable amount of risk. Yet, done correctly, investing in the market is not remotely gambling. For comparison, consider games of chance. The best one to play is Blackjack. If you play every...
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