/2016
26 12, 2016

Protect Yourself in the Financial Advisor – Investor Relationship

By | 2018-01-22T16:08:09+00:00 December 26th, 2016|General Investing|Comments Off on Protect Yourself in the Financial Advisor – Investor Relationship

Good financial advisors are invaluable. They can help you stay focused on your long-term goals and can offer retirement, tax and other financial planning advice that goes well beyond the selection of stocks or funds. You must, however, protect yourself in the Financial Advisor - Investor Relationship. This post provides tips on how to do [...]

12 12, 2016

The Financial Concerns, Priorities, and Behaviors of Mass Affluent Americans

By | 2018-01-22T16:12:38+00:00 December 12th, 2016|General Investing|Comments Off on The Financial Concerns, Priorities, and Behaviors of Mass Affluent Americans

I just finished reviewing the Fall 2016 edition of the Merrill Edge Report; Merrill Edge is part of Bank of America Corporation. This nationwide survey is released twice a year and provides an in-depth look at the financial concerns, priorities, and behaviors of mass affluent Americans. I have no empirical evidence but I would [...]

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