Daniel R. Solin's Blog, page 44
February 8, 2017
Why You Believe Lies
When the lies are repeated, the brain recalls the lie and it becomes part of our reality.
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A Way To Really Add Value
I used to think end-of-life discussions were fairly straightforward. All that was involved was ensuring my clients had a will and a health care proxy. I couldn’t have been more wrong.
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February 1, 2017
Non-transparent ETFs: For Clueless Investors Only
A non-transparent exchange-traded fund is an ETF that only reveals its holdings quarterly. Avoid them.
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Trump’s Policies Are Irrelevant to Investors
The financial media is in overdrive with hyped up stories about the impact of the Trump presidency on your portfolio. There’s endless speculation about how the stock market will perform “in the Trump administration.”
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A Foolproof Way to Engage Prospects
Nothing is more important than establishing a meaningful connection with a prospect, when it comes to converting someone to a client. The scientific evidence for how to do that is clear, and it was vividly illustrated at a large social gathering I recently attended.
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January 24, 2017
“Get the Best of Both Worlds” is Nonsense
Proponents of active management are reduced to making this argument to save their withering business model: Get the best of both worlds by using both index funds and carefully selected actively managed funds.
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New Threats to the AUM-Fee Model
When an advisor bases fees on AUM and provides financial-planning advice, there’s a potential for conflict of interest. This conflict is self-evident.
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The Most Disastrous Investment Decision You Can Make
Unfortunately, life insurance is one of the most confusing products available. Some throw up their hands and simply ignore the need.
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January 18, 2017
The Hammock Approach to Investing
Practice a game-changing way to invest. I call it the “hammock approach” to investing.
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The Actively Managed Funds ‘Average Returns’ Myth
The mutual fund industry is bordering on panic. Check out these developments.
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