Archive for May, 2017

PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH

May 12, 2017

PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH

  • Do they act as fiduciaries, putting clients’ interests first?
  • Do they have a clearly stated mission and investment objectives?
  • Are they committed to disciplined investing for the long term, built to last?
  • Are they cost conscious?
  • Are they honest about mistakes and humble about their successes?

Watch the related WEALTHTRACK episode.

GARDNER: FINANCIAL AUTOMATION

May 12, 2017

FINANCIAL AUTOMATION

Tom Gardner was a pioneer in offering investment advice online with The Motley Fool.  He is now predicting the future of financial advice overall will come from apps not humans and he says that future is upon us.   

Watch the related WEALTHTRACK episode.

Winters: Index Fund Contrarian

May 5, 2017

This page is here for technical reasons. Please click here for the episode page.

GLOBAL VALUE INVESTOR DAVID WINTERS RAISES THE ALARM ABOUT THE FLOOD OF MONEY POURING INTO INDEX FUNDS

May 5, 2017

Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed.
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BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW

May 5, 2017

BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW

Watch the related WEALTHTRACK episode.

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