August 1, 2014

Golden Champaign Glass

SEC Q&A: What should I do if the financial professional claims that he or she is “certified”?

We believe that NAPFA advisors are a well sought minority of financial advisors.

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Mercat

What Is The Most Important Attribute When Hiring An Investment Manager?

Do you want to trust your advisor is acting in your best interests or do you want them to have the legal obligation and be free of commission-based conflicts of interest?

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Chipotle line

Chipotle’s Wisdom

and

These quotes are provocative for what they say about us as Americans.

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Rush Hour

Newlywed To Do List

While you know about the duplicate wedding gifts to exchange or return, and your mother is reminding you to finish writing Thank You notes, you might not remember all the other things you need to do.

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AmazonSmile: You shop. Amazon gives.

Is AmazonSmile Good For Charities?

There is no reason why charities should not be thankful.

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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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