Daniel R. Solin's Blog, page 37
June 28, 2017
Avoid complex investments!
For many investors, owning a target date fund from a low-cost provider like Vanguard is the only investment you'll ever need.
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June 27, 2017
A Test For Your Broker
Tell your broker you’re interested in tracking or, optimally, beating the returns of a low management fee, S&P 500 index fund. Use Vanguard’s 500 Index Fund (Admiral Shares)(VFIAX) as an example.
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June 26, 2017
Why it’s So Difficult to Listen
Sincere, genuine listening is at the core of the Solin Process℠. In order to convert prospects into clients, it’s critical that you listen to them.
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June 21, 2017
A Shocking Recommendation
When you give these new instructions to your advisor, you’ve taken a giant step towards reaching your retirement goals.
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Pick a side, but be sure it’s the right one!
Investors have to decide to follow financial pundits and gurus like Jim Cramer or major business schools, Nobel Prize laureates and low-cost index funds advocates like Warren Buffet.
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June 20, 2017
How to Engage A Large Audience
A critical tenet of the Solin Process℠ is this mantra: When you’re talking, you’re losing.
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June 19, 2017
The Two Most Dangerous Words For Investors
I won’t keep you in suspense. The two most dangerous words for investors are “legendary investor.” This description is bandied about by the media to describe an assortment of stock market “gurus”, billionaires and wannabes who’ve made a fortune by managing other people’s money.
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June 15, 2017
Ignore Geopolitical Events
Trying to predict the impact of geopolitical events on your investments should not factor into your thinking. Instead, you should always be invested in an asset allocation suitable for you.
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June 14, 2017
Investment Costs Matter
How much are your investments costing you? It's a question you should ask.
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June 13, 2017
Your Meeting Agendas are Costing You Clients
The greatest obstacle to adopting the Solin Process℠ is switching your orientation from conveying information to eliciting it. Here’s a typical scenario.
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