This is a continuation of yesterday’s post, which is a reprint of an article its entirety from the July 28, 2009 Smart Money.
(Copyright, SmartMoney magazine, July 28, 2009, by Brigid McMenamin)
6. “By the way, I never win.”
So your attorney has plenty of experience in his field—but has that been as a winner or a loser? […]
As mentioned in a prior post, these reprints from Smart Money are simply irresistible…and incapable of being edited or improved upon. (Though as in previous reprints, we’ve added links.)
(Copyright, SmartMoney magazine, July 28, 2009, by Brigid McMenamin)
1. “I don’t necessarily know that much about the law.”
Ask an attorney about anything outside his niche, and odds […]
I’m not sure this item even qualifies as being newsworthy.
Whenever a brokerage firm gets caught with its hand in the cookie jar, the spectacle plays out according to the time worn script.
Usually, the consent decree does not involve an admission of guilt. The settlement language simply states that the firm categorically denies any wrongdoing, while […]
This is a continuation of yesterday’s post, which is a reprint of an article its entirety from the June 16, 2009 issue of Smart Money.
(Copyright: Smart Money Magazine)
6. “Once I’ve done the plan, I’m outta here…”
Financial planners like to give you the sense that they’ll be with you every step of the way through important […]
Don’t give me any credit for this one. I have reprinted this article its entirety from the June 16, 2009 issue of Smart Money (though we’ve added all the links). It is a devastating insight and exposé of the dirty little secrets in the world of financial planning.
Talk about biting the hand that feeds you!
(Copyright: […]
You may have read recently about the brewing scandal involving state pension fund managers pocketing money from asset managers bidding to manage public funds.
As always, where money and politics intersect, this is going to get very ugly.
And it may be just the tip of the iceberg.
I’ve long advocated for the discount brokerage firms, and have […]
Just about everyone now knows what a CFP (Certified Financial Planner) is…and does.
Yet you may not know about NAPFA…the National Association of Personal Financial Advisers.
Within the CFP ranks are advisers who earn money from commissions — selling financial products and services, and those who earn fee income in their service to clients….with some drawing from […]
It’s amazing…the questions I often receive from friends and clients.
They usually arrive from no fixed point of reference…phrased innocently and innocuously.
Like the time my Dad asked me if I thought silver bullion was a good investment.
This was so outrageously out of character for him even to consider…so it came as no surprise that he had […]
