Daniel R. Solin's Blog, page 40
May 3, 2017
Use Marshmallows to Reach Your Retirement Goals
What do marshmallows have to do with investing for retirement? Quite a bit, as you will see.
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A $17 Billion Annual Wealth Transfer
Pigs feeding at the trough have nothing on 401(k) plan administrators.
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May 1, 2017
Recognize and Overcome Status Quo Bias
When attempting to convert a prospect into a client, you need to understand the power of status quo bias.
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April 26, 2017
Why Invest?
Here’s the bottom line. You need to have exposure to stocks in order to (at the very least) keep up with inflation.
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Great Companies
Everyone knows great companies make great stock investments. Right? Not so fast.
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April 25, 2017
A Culture of Greed and Deception
I’m under no illusions about the lack of ethics in the securities industry. Almost every week, there are revelations of conduct so blatant you have to wonder how they get away with it.
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April 24, 2017
Don’t be Misled by Studies on the Value Advisors Add
Competition for new business has never been greater. Advisors will continue to be under fee pressure. Many of the services offered by traditional advisors are now available at a lower price from others.
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April 20, 2017
Luck and Skill
The financial media features pundits who make predictions. When they're right, it's luck.
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Hot Mutual Funds
There are thousands of mutual funds. Wouldn't it be great if you could pick a "hot" one?
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April 19, 2017
Keep It Simple
What's the first secret of investing? It's simple. That's the secret. Simple!
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