Aug 15, 2017 | Blog, Wall Street Greed
Citigroup trained him well. If prospective investors used Brokercheck, they would have steered clear of Marty Blazer III. Source: Ex-advisor ordered to pay $2M after defrauding athletes, SEC says | Financial Planning...
Feb 12, 2014 | 401k, Blog, Fiduciary, News, Retirement Planning, Wall Street Greed
For these well-known financial companies, their proprietary funds really mean “Cooking so good, we sell it to clients, but not eat it ourselves! Irony is good food almost anywhere you find it, unless of course, you’re forced to eat your own. After Ameriprise Financial...
Sep 25, 2013 | 401k, Blog, Mutual Funds, News, Wall Street Greed
Stay out of Target Date-Rape Funds folks. The layering of fees is expensive and deceptive. American Chemicals and Equipment is suing Prinicpal over some questionable accounting used to disclose fund fees. Howbout $120 million in “acquired fund fees” for...
Dec 27, 2012 | Blog, Bonds, Economics & Markets, Investments, Wall Street Greed
Stop watching reality television. Especially themes around fiscal cliffs. The train has left the station and the U.S taxpayers never heard the whistle. The vast majority are still being conned by the elaborate Wrestle-mania in Washington between Hulk Hogan and Macho...
Aug 9, 2012 | Blog, Bonds, Economics & Markets, Self-Employed, Uncategorized, Wall Street Greed
I’m starting this edition of Potty Reading with something inspirational before I subject you to the torment of my soap box. Many of my clients and friends have heard me say before that even if I won the lottery, I would still do what I do. I love the puzzles and...
Mar 26, 2012 | Blog, Bonds, Economics & Markets, Retirement Planning, Wall Street Greed
Government spending and the Fed’s policy of buying more long-term bonds, never mind how they pay for it, has pushed the U.S. Treasury yields to lows not seen since the 1940’s. This is significant because your conservative, “safe” money like T-bills, Treasury Bonds...
