Tag Archive for ‘prudent standards’
OOPS: Investors Mistake Brokers for Advisors
According to a survey conducted from April 12 -16, 2007, the average pre-retiree could not distinguish between a stockbroker and a registered investment advisor in order to determine who they should be listening to for retirement planning.
Inside “Buy-Side” Intelligence
Like any street, Wall Street has two sides. If retail investors are on the sell side (sold at the offer) then large institutions are on the buy side (bought at the bid.) For them, stock is an investment that must achieve certain returns in the face of various macroeconomic factors.
Low Costs Guide Investment Choices
Lower Fees Contribute to Returns
In both bull and bear markets, popular media advise strongly that lower fees guarantee a larger return. After all, if you avoid a 1% fee, then you have 1% more money for yourself. John Bogle, founder of Vanguard funds, advocates that individual investors pare away most all fees and “take what the market gives them.”
On Target Portfolio Management
Portfolio management serves two purposes; a manager or advisor needs to control risk and work to capture returns. An expert prudently diversifies the portfolio to protect against systematic risk.
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