First, addition by subtraction. Put down the Wall Street Journal. For crying out loud, shut off CNBC. Avoid financial salesmen who charge commissions, but call themselves “advisors.” These are all…
AdvicePeriodSeptember 16, 2016
As we approach the midpoint of the calendar year, many investors will pause in between backyard BBQ’s and fireworks to evaluate how 2016 has treated their portfolio. Most will start…
AdvicePeriodJuly 5, 2016
Financial advisors give all kinds of advice, but it sure is interesting how that advice rarely seems to include letting someone else manage your money. It’s understandable why an advisor…
AdvicePeriodJune 14, 2016
It wasn’t that long ago that stockbrokers could earn significant commissions—upwards of $100 per trade—by talking their customers into buying the latest hot stock. There were sales of touchdown bonds;…
AdvicePeriodMarch 10, 2016
The results are in: When it comes to financial services, consumers are looking for companies that put their interests first—by delivering everything from objective advice to low costs. In a…
AdvicePeriodMarch 3, 2016
It’s Super Bowl season, and I’m once again reminded of the unlikely parallels between football and investing. This connection dawned on me 12 years ago, when a storied NFL quarterback…
AdvicePeriodFebruary 4, 2016
For families using a trust to protect and transfer assets to succeeding generations, choosing the right trustee is critical. Trustees—who can be an individual such as a relative, or an…
Steve LockshinJanuary 31, 2014
