Friday, May 18, 2018

How Much Money Do You Need to Be Wealthy in America?

Bloomberg, May 15th 2018, Suzanne Woolley

Interesting summary of Charles Schwab's survey on what being "rich" means in America.

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Thursday, April 19, 2018

Why Flat-Retainer Fees are Doomed to Fail

Advisor Perspectives, March 25th 2018, Sara Grillo

Review of the pro and cons or charging a flat fee for financial advise.

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Thursday, January 4, 2018

This is exactly what happens when you invest your money in a tracker fund

The telegraph, November 11th 2017, James Connington

There is a general assumption that, relative to stock picking, trackning an index is a simple task that can be run entirely by computers. But what exactly happens to your money when you put it into a tracker fund? This article explain why it is not as simple as you may think.

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