2022
Is Service Getting Worse?
November 2, 2022In a special report on brokerage services published earlier this year, an advisor from another firm wrote, “I have used Schwab as my preferred...
Read onThe latest news, insights, and more from AFC’s advisers.
In a special report on brokerage services published earlier this year, an advisor from another firm wrote, “I have used Schwab as my preferred...
Read onHer husband died in February 1978. She sat down with a financial adviser and did some planning; the FA believed she would be financially stable. Her...
Read onOn Monday, June 14, 1986, the Dow Jones average dropped 45.75 points in one day, setting a record. It recovered 36 points on Tuesday to 1,874. That...
Read onInflation was just beginning in 1963 when Bob Dylan wrote the song “The Times They Are A-Changin’”. Prices increased as wages grew and the...
Read onWouldn’t you like to know what your advisor really considers important? The Capital Group (American Funds) anonymously surveyed 1,508 advisors in...
Read onIs COVID-19 the “Pearl Harbor” moment of our lifetime? Following WWII, the United States saw a massive economic boom as the economy rapidly...
Read onMike has been reflecting on a question asked by a prospect a few weeks ago, “Why do you compare yourself to the Standard and Poor’s 500?” Why...
Read onThe homeless guy just wanted $20. He offered to cut my client’s lawn, but he had made the same offer a few months before, and the lawn was never...
Read onEvery contract to manage client money states that our objective is to beat the market (S&P 500 with dividends reinvested) over the longer-term (5...
Read onIf this isn’t the worst investment out there, then it certainly is one of the worst. That isn’t just my opinion, but others as well. Helaine Olen,...
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