Index To Investment Advisor Content

Investment advisors should actually be referred to as fee-only fiduciary advisers that offer advice, council, instruction and often implementation of actual investments related to the stock market, equities, bonds, mutual funds etc. The content here will start to give you academic insight to investing. These Tips & Clips on investing including financial concepts currently being taught at the vast majority of business schools and universities in America. Take a glimpse and learn about the empirical science that's been tested for over five decades. Investing can be complex but if you have an investment advisor coaching you you don't need to know everything, just a few right things.

Everyone Loves Market Volatility ​!!! When it’s up?

A friend and fellow Investor Coach from NJ shared a story of a recent trip.

While in Europe with his wife a earthquake and then hurricane hit the East Coast and they couldn’t get home. All flights from anywhere in Ireland to anywhere in the United States were canceled, So, he bought a newspaper, The Irish Times to be specific, and a cup of coffee, to settle down for a long wait.

While browsing through the paper, an article jumped out at him entitled “Investor ‘prediction addiction’ now most relevant.” He shared that he was pleasantly surprised at the positive portrayal of our Investment Philosophy that he found in the article.

Broker vs. Registered Investment Advisor

Financial services industry has two predominant financial standards for representatives in dealings with clients and disclosure. One is a “suitability standard” which is the most common and requires the least […]

Einstein’s Insanity

You’ve probably heard Einstein’s definition of insanity…doing the same thing over and over again and expecting different results.

Seems that the majority of sophisticated institutional investors as well as individual investors could be deemed insane by Einstein’s definition. Seems like most people are looking for the money manager with the “hot” hand. This usually ends up with very disappointing results. Yet, investors continue the same process over and over again.

Listen to this short video were Larry Swedroe discusses this phenomenon.

http://moneywatch.bnet.com:80/investing/video/why-good-fund-managers-get-poor-results/6250481/?tag=video-river;video-load-river

Little Known Secret of Fund Managers

What’s the Little Known Secret that many mutual fund managers wish you didn’t know? You won’t believe itwhen I tell you. Many mutual fundmanagers do not invest in their own funds. Kind of unbelievable, isn’t it!

Investment News, a trade publication that guys like me readat the breakfast table, recently ran an article about a new Morningstar study.(Morningstar is a company that tracks and rates mutual funds.)

According to Investment News, the Morningstar study foundthat only about 40% of fund managers actually invest in their own funds.

Would you like to know what percent of mutual fund managershad ownership stakes in the study Morningstar conducted two years ago? It was 49%. Not exactly going in the right direction.

Women More Likely to Consult a Professional Advisor

Women More Likely To Consult A Professional Advisor

Women investors are more likely to consult a professional financial advisor than men, according to a new study of wealthy women investors released by the Spectrem Group on Tuesday.
According to the Lake Forest, Ill.-based consulting firm, around 46 percent of those with a net worth of between $100,000 and $1 million rely primarily on a financial advisor for their information. Women’s use of financial advice increases with wealth levels, according to the survey. Roughly 64 percent of female millionaire investors and 82 percent of female ultra-high-net-worth investors — with assets of $5 million and up — seek financial information from a professional advisor.

Need Financial Help?

[pdf-embedder url=”https://www.faicoach.com/wp-content/uploads/2017/03/Need-Financial-Help.pdf” title=”Need Financial Help”]

Investment Answers with Gordon Murray

“Well, I’ve never heard of that.” I’ve heard this statement through the years and have always thought it to be a mix of arrogance and ignorance. “Well…what else, my friend, in this massive universe have you not heard of?” It’s interesting how many times the late Mr. Murray must have heard this question from interviewers about his best selling book in the month before passing away.

Leading Economic Indicator

January was a great month for the stock market! The Dow Jones Industrial Average was up 2.7% and the S&P 500 Index was up 2.4%. It was the best January for the markets in 14 years.

Wow! Does that mean we’re going to have a Great Year? The “January Barometer” says so. But is this widely followed stock market indicator just another myth? The “January Barometer” works this way: If January is an “UP” month, it could mean a good year for the stock market. But if January is a “DOWN” month, well, that means that it would probably be a pretty dismal year for investors.

It would be nice if it worked, but unfortunately, the theory just does not hold up to scientific scrutiny.

Do You Have An Investment Philosophy?

This is a very simple question whose answer has far reaching implications to your life savings and retirement peace of mind.  I have asked this question to hundreds of people […]

Financial Literacy Part One

Paul Nichols, the president of Financial Abundance, talks about why he enjoys being the “Investor Coach”. When it comes to investing. Who do teaches the rules? Who makes the rules? […]

Financial Literacy Part Two

When it comes to investing. Who do teaches the rules? Who makes the rules? What’s the motivation of the rule makers? TicTacToe the relatively simple game, with a simple strategy. […]

Should I Sell Portfolio Management

This week, Paul Nichols, the president of Financial Abundance posts a video blog explaining Unrealized vs. Realized Losses.

How Can I Avoid Investment Scams?

This week, Paul Nichols, talks about ways to avoid investment scams. By being proactive and following some of the things that Paul suggests, you’ll be able to protect your hard […]

History of Investing

It's Your Money
It's Your Money
History of Investing
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Paul and Deb sit down and talk about the history of investing and how in 1792, the New York Stock Exchange was organized by twenty-four Wall Street merchants. The Exchange helped to finance the growth of a nation and the world. But, it was not the first form of investing, nor even the first exchange. It represents only a sliver of the history of investing. Listen in as they talk about how modern day investing has evolved into what it is today.

Conscious Investing for Peace of Mind

It's Your Money
It's Your Money
Conscious Investing for Peace of Mind
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Peace of Mind: What is it? How Can We Find It? These are the questions that plague most investors. For multiple reasons, many people do not even believe it is possible to feel peaceful about investing. Paul talks about three strategies that can help lead to peace of mind about investing.