Tag: Investments
Apr 19, 2021
Typically, we view insurance not as an investment, but as tool to protect assets or replace income. However, investing in one type of insurance, called reinsurance, is becoming increasingly popular. It even might be considered an asset class all of its own....
Oct 26, 2020
Financial advisors who charge commissions are two to eight times more likely than those who charge fees to recommend risky investments. This is the finding of a survey done by the North American Securities Administrators Association (NASAA) of 516 financial firms with...
Feb 24, 2020
Last month I was interviewed by NBC about the impact the coronavirus (COVID-19) would have on world economies and investment portfolios. My first thought on receiving the phone call was, “Why is NBC calling me? I have no clue about the impact.” Obviously,...
Nov 10, 2014
What Investors May Not Know They Need to KnowWatch this video on YouTube Last week I reported on the three top questions investors wanted answered when advisors recommended investments. The rankings came from a survey of investors, funded by Dimensional Fund Advisors,...
Nov 3, 2014
Ask the Right Investment QuestionsWatch this video on YouTube When an advisor recommends a particular investment, how do you know it’s right for you? Financial writers, myself included, say you need to ask questions. The trouble is, according to a recent survey,...
