Saturday, June 24, 2017

Financial Care Advise

Advice for pro-EU firms: don’t do politics

The central issue of where political power should reside should be decided by the public in the privacy of the voting booth, not by...

Boomers with aging parents seek advisors’ elder-care expertise

Baby boomers and their elderly parents are flocking to advisory practices that incorporate both financial planning and elder-care expertise—when they can find them. A handful...

Financial Advisers Don’t Care About Millennials, and the Feeling Is Mutual

They prefer their clients old and rich — but that can’t last long The investment industry has an age discrimination problem, and millennials and Generation...

Distorted financial advice

Most households lack the skills to make financial decisions and therefore rely on the advice of experts. But do experts provide unbiased recommendations or...

The New Paradigm: Making Money the Old Fashioned Way

You remember the old Smith Barney commercials, don’t you? The ones from the late 1970s, which starred John Houseman and his impeccable British accent? The...

Crisis of Confidence Latest Market Challenge

We’re facing a crisis of confidence today – and it’s one of the most dangerous challenges for the markets. Confidence in the outlook for economic...

6 Money Rules You Can Break

For most people, following basic money rules makes sense. But like everything else in life, there are situations when following tried-and-true advice might not work....

What’s a Fixed Annuity and Do I Need One?

If you expound on the virtues of annuities at your next dinner party, don't count on all the guests jumping to join the conversation. No,...

Debt Settling Not Always Answer to Credit Repair

Most of us need credit to get by. Unless you are born into a family with immense wealth, you probably can't buy a house...

5 Key Steps Toward Financial Literacy

Financial literacy, financial capability, financial understanding. Whatever the name, the core idea is the same: being equipped with the knowledge, skills and tools to manage...

10 Financial Lessons for a Richer Life

Let's face it, personal finance isn't nuclear physics. The basics are so simple that anyone can get the concepts down in less than a day...

10 Things You Need to Know About Money

Few things affect your quality of life more than financial literacy. The basics go well beyond being able to open up a bank account or...

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