Articles in Investment
From Financial Advisor Magazine:
Independent financial advisory firms, which have won clients away from Wall Street brokerages over the past year, are now drawing away brokers, too.
As independent firms become more established, many are looking to …
From The Wall Street Journal:
Over the past 15 or 20 years, advisers have started charging annual fees—frequently around 1% to 2% of assets—rather than taking commissions on individual transactions. The motive was simple: Securities firms …
As I try to explain to my clients, it is VERY difficult to time the market. It is very rare that a money manager can actually guess correctly when is the righ time to buy …
