Advisers

THE 20 MINUTE SEGMENT BY JOHN OLIVER OF LASTWEEKTONIGH FROM EARLY JUNE IS MAKING THE ROUNDS IN THE FINANCIAL SERVICES INDUSTRY.  If you haven’t seen it yet, here it is. Very clever and [...]

INVESTMENT RISK IS THE IDEA THAT YOUR INVESTMENTS WILL SUFFER LOSS.   Your losses could be small or big.  They could be over quickly or occur over a long time.  Losing money on your investments, [...]

I’VE BEEN LOOKING FOR A WAY TO DESCRIBE MOST OF THE GUIDANCE PROVIDED BY THOSE IN THE FINANCIAL SERVICES INDUSTRY.  I’ve struggled with the best way to put it. HOWEVER, THE QUOTABLE [...]

NEW ANNUITIES I AM NOT MUCH OF A FAN OF VARIABLE ANNUITIES.  Primarily because I don’t believe that most people need to insure their investments.  Nor do I think the value of future [...]

DO YOU HAVE “EMERGENCY” MONEY?  Many people do.  This is money that you can get your hands on quickly.  Maybe not in an instant, but possibly a day or two; or week or two; or even in [...]

COMPLEXITY SELLS.  The Canadian Couch Potato does a great job of explaining it here.  The industry knows that the less you understand about what you are buying, the less likely you are to [...]

YOU MIGHT HAVE NOTICED THAT THE STOCK MARKETS HAVE STARTED OFF THIS YEAR WITH LOSSES.  And last August and September was another period of loss as well.  So what do you do?  While there are [...]

WE’RE ALL AGING.  Time is relentless.  It keeps coming and going – all the time!  You’re now 1 second older than you just were a moment ago.  Did you make the most of that [...]

How closely does this (profanity warning) classic line from Glengarry Glen Ross or scenes from The Boiler Room resemble the meetings or sales tactics of the modern financial professional?  Sorry [...]

This is a story from John Morrow of the Twin Cities.  John and his wife Megan recently assessed how they stand financially for their future and evaluated their investments as well.  They were [...]