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Questions for your broker or adviser after their mutual fund recommendation

by brendon on January 5, 2012

Kansas City fee-based advisers, financial planning firms and brokers should consider these questions before making recommendations to their clients to “buy”.    You don’t need to know EVERYTHING to be a better financial manager and investor.  You just need to know the answers to a few critical questions.   Thanks to Dan Solin, a regular contributor to Huffington Post for highlighting these.

Leave me a comment below and tell me what you think of these questions too.

1. Why are you able to identify just a couple of managers who you believe have genuine investment skill out of the thousands out there?

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Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

November 15, 2011

Kansas City and Overland Park investors need investment advice and financial planning solutions that anticipate the death of a spouse.   Having a TRUST doesn’t guarantee your assets will avoid the expensive and long process of PROBATE.  Contact me to analyze your holdings and beneficiaries to help make this process go smoothly.   Here are 5 Easy [...]

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Do returns come from fund managers or stock picks?

November 9, 2011

Financial planning and investment advice in Kansas City and Overland Park shouldn’t be negatively influenced by what the media wants you to believe are prudent strategies.   Prudent investment strategies share this believe: returns come from the market. Imprudent strategies (or activities) include stock picking, market-timing (moving in and out of the market based on a [...]

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Why is capitalism important to investing?

November 2, 2011

Why do you think Kansas City business owners, investors and investment advisory firms need capitalistic markets to thrive?  If capitalism rewards those that create value in the form of a product or service, why is this important to if you want to be a better investor? Free markets  allow the consumer (and not a government) [...]

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Is Behavior important for my investing success?

October 3, 2011

Kansas City investors and investment advisers shouldn’t give emotionally-driven decisions the opportunity to shape their investment portfolio or philosophy about investing.  Paying too much attention to global uncertainty and the media can lead investors and their advisers into behaviors that invariably penalize the investor with lower rates of return and lower account balances yet reward [...]

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What is Diversification and how do I know I have it?

September 9, 2011

Kansas City investors and givers of financial and investment advice talk about the benefits of “diversifying-your-investments” and controlling risk.   If this is so important, how do you know it’s actually happening and is it possible to measure it?  Is it possible to hold the “advice-giver” accountable. ANSWERS:  it’s called “standard-deviation” and YES you should hold [...]

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What do a 64 and 30 year old investor share in common?

August 11, 2011

Thank you Kansas City investors for feedback to messages about prudent investment advice!  Keep the emails coming and post comments on the web site so others can join the conversation. Being a “long-term investor” doesn’t mean each of you share the same percentage allocated to STOCKS and BONDS.   A 64 and 30 year old investor [...]

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An Important Message to All Kansas City Investors

August 8, 2011

Inevitably downward market volatility causes stress, anxiety and in some cases panic. My message today for investors is not to lose sight of your long-term goals and time horizon. Short-term volatility is to be expected, and doesn’t mean that your portfolio isn’t working. While it goes against all of our human instincts, this is the [...]

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Are you or your Financial Adviser Gambling or Investing?

August 5, 2011

Prudent investment advice for Kansas City investors will eliminate speculating and gambling with their money.   How do you distinguish between these two activities:  GAMBLING and INVESTING.  Wall Street Journal published and interesting article that will help you know the difference.   Knowing the answers to the right questions will too.   Here’s the most important one: “What’s [...]

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