Tag: performance measurement

How Longevity Has Changed Retirement and the Meaning of Reasonable Risk

People are living longer, and that may be a blessing, but when those same people don’t apply that fact to their retirement plan, it can...

Why do Stock Brokers Lie to Investors?

Stock brokers have licenses that limit them to selling investment products such as mutual funds and securities. The licenses do not permit them to provide...

Benchmarks Track Performance of Financial Advisors

How good is your financial advisor’s investment performance? Is your investment performance net of all expenses that were deducted from your accounts? Is your financial...

Is a Stockbroker a Real Financial Advisor?

No, they are not. Then why is there so much confusion? It starts with stockbrokers telling investors they are financial advisors. They make this false...

Wall Street Likes Confused Investors

In a recent survey, 89.7% of investors told us they did not want sales reps investing their assets. They prefer financial planners or financial advisors....

Should I Select a Financial Advisor or an Investment Advisor?

You may already know titles in the financial service industry don’t mean much. Most investment advisors and financial advisors use the titles that create the...

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