Daniel R. Solin's Blog, page 45
January 17, 2017
The Benefit of Brevity
Most written communications from advisory firms are lengthy and text-dense. They seem designed to demonstrate both the expertise of the firm and the complexity of providing financial advice. Neither message will differentiate you from your competitors.
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January 11, 2017
6 Tips To Secure Retirement With Dignity
Follow these tips and you will be well on your way to meeting your retirement goals
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Mindless
The strategy of the financial media is to give pundits like Cashin a platform to make guesses about the future of the market, even though there’s no evidence he or anyone else has this expertise.
January 10, 2017
The Tragic Consequences of Overlooking Life Insurance
Three recent events had a meaningful impact on me. They illustrated the devastating consequences of inadequate life insurance. I want to share them with you.
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January 4, 2017
A Simple Way to Make Your Web Site Engaging
I credit this idea to Derek Sivers, who is a unique individual. He started two very successful companies, sold them at a young age and retired.
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You’re Paying for Bad Investment Advice
Think about the “value” of the investment advice you’re receiving. The average investor realizes returns of about 3.7%, which is below the returns of almost every asset class. Many investors would be far better served by not using any broker and, instead, purchasing one of Vanguard’s LifeStrategy Funds.
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January 3, 2017
Resolve to Abolish Terrible Investment Advice
The securities industry has done a great job persuading you investing is too complicated for you to manage on your own. For many investors, this is simply not true. You may be able to satisfy all your investing needs by buying just one fund.
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December 28, 2016
I’ll Bet You’re Underinsured
I've had the saddest experiences dealing with widows lately. Their husbands died unexpectedly.
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New Developments Imperil Your AUM Fee Model
It’s one thing to compete with small, independent robo-advisors who offer only online investment advice. It’s quite another to compete with an 800 pound gorilla.
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A Required Warning On Actively Managed Funds
The harm caused to investors who buy actively managed funds in the elusive quest for alpha is staggering.
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