[ad_1] It’s a truism that great wealth can’t buy great judgment. And while examples of celebrities losing their fortunes are easy to find, their stories are vastly outnumbered by those of anonymous wealthy people who have made regrettable decisions. For this week’s Barron’s Advisor Big Q, we asked financial advisors to describe the costliest mistakes… Continue reading Being Rich Doesn’t Mean Being Smart About Money. 11 Costly Mistakes to Avoid.
Author: elghoulam
InvestmentNews Women Advisor Summit kicks off
[ad_1] The InvestmentNews Women Advisor Summit in New York Wednesday began not only with a bang, but with a rejection of the unfair questions so often asked of female business owners. Mandy Gilbert, entrepreneur and author, opened the summit by discussing the challenges of working in male-dominated industries. She started by recounting the demeaning questions… Continue reading InvestmentNews Women Advisor Summit kicks off
Best Books on Investing | Kiplinger
[ad_1] The best books on investing break down one of the biggest barriers for folks wanting to build wealth: knowledge, or the lack thereof. Most people might think that money is the largest hurdle for those wanting to start investing in the stock market. But with funds and apps that let you get started for… Continue reading Best Books on Investing | Kiplinger
AI’s Potentials, Pitfalls For Enhancing Participant Advice
[ad_1] Retirement savings and behavioral finance expert Shlomo Benartzi is turning his attention to artificial intelligence. In a recent column in The Wall Street Journal, he laid out the ways he sees artificial intelligence aiding in financial planning and advisement. He also discussed some of its problems, such as the technology’s potential to give educated,… Continue reading AI’s Potentials, Pitfalls For Enhancing Participant Advice
InvestmentNews Women to Watch winners work to make an impact
[ad_1] Like mother, like daughter. Rita Robbins was unable to attend the annual InvestmentNews Women to Watch awards Tuesday evening and receive the Alexandra Armstrong Lifetime Achievement Award. But her daughter, Ali Arnold, stood in for her mother, founder and president of Affiliated Advisors, a gia Learn more about reprints and licensing for this article.… Continue reading InvestmentNews Women to Watch winners work to make an impact
Building and Engaging Your LinkedIn Network – Articles – Advisor Perspectives
[ad_1] Building and Engaging Your LinkedIn Network – Articles Advisor Perspectives [ad_2] Source link
Gridiron Capital Announces Strategic Investment by RidgeLake Partners – News
[ad_1] Gridiron Capital announced that RidgeLake Partners has made a passive, minority investment in the firm. RidgeLake, a strategic partnership between OA Private Capital and Apogem Capital, is a dedicated platform focused on acquiring non-control equity interests in middle market private equity firms. The transaction is intended to provide Gridiron with long-term capital to support… Continue reading Gridiron Capital Announces Strategic Investment by RidgeLake Partners – News
I’m a Financial Advisor: 7 Ways To Save More Than You Spend in Retirement
[ad_1] Are you nearing retirement and worried about stretching your savings? With rising costs of healthcare, food and just about everything else, plus increased life expectancies, ensuring you have the funds to sustain your lifestyle during retirement is vital. It’s also very challenging. See: 10 Reassuring Signs You Won’t Run Out of Money in RetirementLearn:… Continue reading I’m a Financial Advisor: 7 Ways To Save More Than You Spend in Retirement
Our financial adviser put $300K into a REIT. That money is likely lost.
[ad_1] Question: Ten years ago our financial adviser put about $300,000 of our money into a non-traded REIT. In the prospectus, the REIT indicated that in six or less years it was going public. It didn’t take very long and the REIT stopped paying dividends. We are now getting stock to compensate for cash. Our… Continue reading Our financial adviser put $300K into a REIT. That money is likely lost.
Three Factors Sabotaging Your Long-Term Investment Strategy
[ad_1] Market volatility like what we have experienced over the past few years can make even the most seasoned investors anxious. Many of my clients are already asking me, “What should I do?” as the next presidential election approaches — even though it is a little over a year away. When you take into account… Continue reading Three Factors Sabotaging Your Long-Term Investment Strategy