July 24, 2014

Golden Glasses

SEC Q&A: How do I find out whether an investment adviser ever had problems with a government regulator or has a disciplinary history?

You can get copies of Form ADV by accessing the Investment Adviser Public Disclosure (IAPD) website.

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Freedom Investing 2000-2016-06

Freedom Investing Since 2000

Recently we did an analysis of the returns of the MSCI Country Specific Indexes

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Berry Hard Work

The Wealth Of Nations Is Their Freedom

and

“When institutions protect the liberty of individuals, greater prosperity results for all.” – Adam Smith

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Freedom Investing 2014-06

Freedom Investing Beats EAFE Index by 3.92% Annualized Over Past Decade

Over the past decade the economically free countries have an annualized return of 11.34%. The S&P 500′s annualized return was 7.78%.

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Three Glasses

SEC Q&A: How do investment advisers get paid?

How your advisor is compensated matters. Make sure you can follow the money and know how they are getting paid.

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Pigs

How Can I Tell Who Is Associated With A Broker-Dealer?

If your advisor is on one of these lists you should be aware of how they are paid.

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Lab Rat

Are We Lab Rats?

and

If you are not paying for the product, you are the product.

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Thumbs Down

Facebook’s And Your Negative Feelings

In truth, the best way to mollify negative feelings might be to give up your Facebook account entirely.

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Marotta Smiling On Radio

Radio: Financial Planning in Your 40s and Early 50s

Here is a list of seven things which are important to ensure during these years

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Allergan

Should I Tender My Allergan Shares To Valeant Pharmaceuticals?

Perhaps they should make this into a mini-series.

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