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Investment Advice

Big Investing Mistakes: Learn How to Avoid These Three Now

David Rae | Posted 09.16.2015 | Business
David Rae

Many novice investors often think being a successful investor is just about picking the "best" investments and maybe even timing the market perfectly. Realistically investing is about making smart decisions and avoiding making the big mistakes that can drag down you long term returns.

Jetting Into The Age Of The Jetsons For Wealth Managers

April Rudin | Posted 09.17.2015 | Business
April Rudin

So many of today's financial advisors are stuck in the outmoded era of a Fred Flintstone, when they need to fast forward to the high-tech tomorrow of the Jetsons.

Follow The Money: Sniffing Out Hidden Wealth Management Fees

April Rudin | Posted 09.14.2015 | Business
April Rudin

Financial advisors can be very creative about the fees they charge to clients in the distribution of investment instruments. Do you know what you are paying for? Are your advisor's interests aligned with yours?

On The 75th Birthday Of The 1940 Act, A Reminder Of The F-Word's Power

April Rudin | Posted 09.02.2015 | Business
April Rudin

September is here and there is no better season to celebrate the F word: F, in this case, for the fiduciary standard. For one thing, the month of September has just launched

Summer Reading: Investing 101 | Posted 07.16.2015 | Business

Investing books may not sound like a thrilling beach read - it's no spy thriller or comedic novel - but you may still want to peruse a few investments books or articles while you're sitting on the deck or patio during these warm summer nights.

The Best Investment Advice From Buffett and 11 Other Investors

GOBankingRates | Posted 06.16.2015 | Business

It's time to hop back in and investing there. We've rounded up the best investment advice from the people you should trust most -- renowned expert investors from Warren Buffett to Carl Icahn who have made millions (some, billions) by investing.

The Dumb Things Smart People Do With Their Investments

Buck Wargo | Posted 06.09.2015 | Fifty
Buck Wargo

Baby Boomers are making mistakes every day when it comes to their money investments, and it's costing them big-time in their retirement.

Obama is Only Half Right: $17 Billion Is the Tip of the Iceberg for Investors | Posted 05.04.2015 | Money

Wall Street associations and lobbyists are fighting the DOL and SEC 'tooth and nail' to avoid higher ethical standards for hundreds of thousands of stockbrokers who sell investment products to current and future retirees.

How Can Investors Find Advisors They Can Trust? A New Road Map To Follow

April Rudin | Posted 04.09.2015 | Business
April Rudin

Is there any issue more contentious than trust in the financial advice and wealth management business? No, probably not. But beyond a little gut instinct and a good referral, how do you really know who you can trust with your hard-earned dollars.

How To Tell If You Should Buy Shake Shack Stock, In 1 Simple Flowchart

The Huffington Post | Ben Walsh and Alissa Scheller | Posted 01.30.2015 | Business

Shake Shack went public today! Chef Danny Meyer's purveyor of delicious grilled cow flesh priced its initial public offering of stock at $21 per share...

3 Investing Lessons We Learned Last Year | Posted 03.01.2015 | Money

Let's take a look at this past year in terms of the markets, economy and overall financial atmosphere -- and see what lessons we can apply to the year ahead.

Meet the New Wolves of Wall Street

Jesse Felder | Posted 11.15.2014 | Business
Jesse Felder

Wall Street is in the midst of some pretty massive changes right now. And I'm talking about Wall Street as it relates to Main Street. I'm talking about how individual investors are being courted (hunted) and cared for (killed) by the new wolves of Wall Street.

The Sohn Investment Conference: Head, Heart, and Hedge Funds

April Rudin | Posted 08.23.2014 | Business
April Rudin

"Follow your passion" has become something of a cliché in the self-help sections of America's bookstores and in the kinds of advice columns and blogs...

5 Investment Mistakes That Can Destroy Your Porfolio

Todd Tresidder | Posted 06.25.2014 | Money
Todd Tresidder

There's no reason for you to learn about investment mistakes the hard way. Instead, learn from others so you can avoid the obvious potholes. Here are my top five investment mistakes that can destroy your portfolio's long-term performance.

What Happens If Your Financial Advisor Gets Hit By a Bus?

David A. Dedman | Posted 06.22.2014 | Money
David A. Dedman

Prospective clients often ask me, "What happens to my investment accounts if you die?" It's a valid question.

10 Things I Learned in My 20s About Investing

Lee Wang | Posted 06.16.2014 | Money
Lee Wang

I didn't want to work the next five, 10, or 30 years of my life and have nothing to show for it. I started to venture outside my comfort zone and aggressively learn and invest moderately. That's not to say I have a grand portfolio, but I've definitely put myself in a position to succeed.

Trust But Verify Personal Finance Advice

Terry Savage | Posted 06.03.2014 | Money
Terry Savage

When it comes to making money decisions, doubt and self-doubt are inevitable. After all, unlike many choices that are subject to whimsy and fate, financial decisions can be judged by their direct impact on your well-being, now and in the future.

"Learning" From Timothy Sykes

Dan Solin | Posted 05.25.2014 | Business
Dan Solin

It's easy for investors to be lured by the possibility of returns emulating those claimed by Mr. Sykes. Before you part with your money, here are some suggestions for doing due diligence that will inform your decision.

The Highest Return Investment for Women

Sallie Krawcheck | Posted 05.10.2014 | Women
Sallie Krawcheck

I'm often asked to speak to women about investing. And for years, I've typically started with the basics of saving, diversification and asset allocation. But, before getting to that, there is an investment that women can make that has by far the greatest risk-adjusted return available.

Here's Why Intelligent Investors Are Avoiding Stocks Right Now

Jesse Felder | Posted 04.20.2014 | Money
Jesse Felder

The stock market had an awesome year last year, rising roughly 35 percent. Many investors, inspired by the market's strength, have now decided they want to get in on the gains. However, now is not the ideal time to put money to work in stocks. In fact, it's a horrible time to do so.

Pennywise or Wealthy?

Deborah Owens | Posted 01.23.2014 | Women
Deborah Owens

If women take their increased earning power and make their financial security a priority, we will achieve the same type of success we have in closing the income gap.

The Sit-It-Out Syndrome: Why Women Are Afraid to Invest Their Hard-Earned Cash

LearnVest | Posted 01.23.2014 | Women

Is the sit-it-out syndrome a hangover from the Great Recession, or did we all watch too much "Mad Men" and internalize retro relationship roles?

Don't DIY Your 401(k)

Catherine Golladay | Posted 12.01.2013 | Fifty
Catherine Golladay

Taking advantage of professional help that may already be offered as part of your 401(k) plan could go a long way toward easing some of your investing concerns.

How Emotions Can Affect Your Investments

Brian Penny | Posted 11.12.2013 | Business
Brian Penny

If you understand how you feel -- what makes you think the way you do, and what kind of personality you have -- you'll gain more insight into how you select your investments.

Do You Trust Your Financial Advisor?

John D. Rogers | Posted 10.20.2013 | Business
John D. Rogers

To build an enduring investment business takes more than brains and toughness. Success starts with values that clients care about most -- starting with trust.