Daniel R. Solin's Blog, page 43
March 1, 2017
Learn From The Mistakes of the Big Boys
The next time your broker recommends an actively managed mutual fund, show him or her these studies and ask this question: What makes you believe you have greater expertise than these sophisticated pension and endowment plans?
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Buying Actively Managed Mutual Funds Is Dumb
It makes absolutely no sense to entrust your savings to anyone who won’t agree, in writing, to fully disclose all conflicts of interest and to always place your interest above both theirs and their firm’s.
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February 27, 2017
The Secret to the 10-Minute (or Less) Keynote Presentation
When I used to give longer presentations, I noted high engagement at the beginning of my talk, which tapered after 10 minutes or so and continued to decline.
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February 22, 2017
The One Question Every Broker Dreads
The road to reaching your retirement goals is paved with low management fee index funds.
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Bad Advice From a (Very) Good Economist
On February 17, 2017, the Dow Jones Industrial Average closed at 20,624. It is up 4.36 percent for so far in 2017. In 2016, when adjusted for dividend reinvestment, the DJIA returned 16.47 percent. Given these extraordinary gains, it’s not surprising that investors are nervous about a bubble that might soon burst.
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February 21, 2017
The Downside of Excessive Caution
Here’s a quote attributed to Tacitus, a senator and historian of the Roman Empire: “The desire for safety stands against every great and noble enterprise.”
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February 15, 2017
The Demise of the Fiduciary Rule is a Bonanza for Advisors
The announcement that the Secretary of Labor must conduct a new economic and legal analysis of the fiduciary rule is a setback to those of us who care about investors. Many believe it is the opening salvo in an effort by the Trump administration to delay, gut or even eliminate the rule.
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Straight Talk About Investor Protection
It seems clear that the Trump administration is hell bent on gutting protection for investors and letting Wall Street have free reign. This doesn’t mean it’s inevitable you’ll become a victim. It’s actually quite simple to protect yourself from an industry known for questionable ethics, illegal conduct, and unbridled greed.
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Desperate Times
Shakespeare could not have been more correct when he observed, “desperate times breed desperate measures.” If everyone understood the low odds of actively managed funds outperforming a comparable index fund, many more funds would go out of business.
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February 9, 2017
Non-Traded REITs: Great For Your Broker
Non-traded REITs are illiquid real estate investments registered with the Securities and Exchange Commission, which permits them to be sold to unsophisticated investors.
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