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Financial Advisers and Stock Brokers: What’s the Difference?

by Flexo

You would think that the roles and responsibilities would be clear and there would be a strong line between individuals who call themselves financial advisers and those who call themselves stock brokers. The obvious answer is that advisers give impartial advice based on the best interest of the client and brokers sell products as a ... Continue reading this article…

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Money Magazine: No Fees? Get It in Writing!

by Flexo

Money Magazine is sharing an interesting piece of advice in their September issue. This comes from “The Mole,” the magazine’s “underciver financial planner.” If your financial advisor or broker tells you there are no fees for a particular investment or no risk for some product, ask to confirm in in writing. Even though my clients ... Continue reading this article…

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Fund Companies Trying to Attract Younger Investors

by Flexo

A couple of brokerages and fund companies are courting younger workers just getting their feet wet with outside-of-401(k) investing. They’re lowering the barriers to entry in the form of minimum fund investments. * Charles Schwab lowered the minimum from $2,000 or $2,500 to $100. * American Century Investments established new funds with $500 minimums for ... Continue reading this article…

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Guest Post: Eight Ways to Support Yourself While Starting as an Entrepreneur

by Flexo

This is a guest post from Bri M. Bri is a recent college graduate and aspiring web entrepreneur. He writes about online innovation at Trailblogging. Here he presents eight ways beginning entrepreneurs like himself can save money while working on their endeavors. 1. Moonlight as an Entrepreneur. This is the one that many people think ... Continue reading this article…

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A Look At The Number, Part 4: Advisors

by Flexo

This is Part 4 in a series about The Number by Lee Eisenberg. Part 1 is here, Part 2 is here, and Part 3 is here. Chapter 11 of Lee Eisenger’s book, The Number, focuses on the topic of financial advisors. The author’s opinions of the financial advice industry is neatly summarized by the second ... Continue reading this article…

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Spend Less In Retirement?

by Flexo

Here’s an interesting contrarian point of view, and one with which financial planners will surely disagree: You may be saving too much for retirement. According to the Department of Labor [survey results here], as age increases, spending decreases in all categories other than health care. However, the facts won’t get in the way of financial ... Continue reading this article…

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