Posts By: fleecingcentral

18 Jun 2014 No Comments

FINRA tags Merrill Lynch with $8 million fine for mutual fund sales charges

Finra slapped Bank of America Merrill Lynch with an $8 million fine and ordered the wirehouse to pay a total of $89 million in restitution for failing to waive mutual fund […]

4 Jun 2014 No Comments

Early filers regret Social Security claiming decisions

Nearly 40% of retirees who claimed Social Security benefits before full retirement age now regret their decision, according to a new survey released Wednesday. Read full article here… Written By: […]

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Written By: Mary Beth Franklin, investmentnews.com

 

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4 Jun 2014 No Comments

Millionaires Top 5 Investing Mistakes

Millionaires make some of the same investment mistakes as everyone else—it’s just that their mistakes can cost more. A new survey of millionaire investors around the world found five mistakes […]

12 May 2014 No Comments

Why your home is not a good investment

Check out this article from USA TODAY:  Why your home is not a good investment Written By: Morgan Housel The Motley Fool

12 May 2014 No Comments

George Saunder’s Adivce to Graduates

It’s long past graduation season, but we recently learned that George Saunders delivered the convocation speech at Syracuse University for the class of 2013, and George was kind enough to […]

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Written By: Joel Lovell

New York Times

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17 Apr 2014 No Comments

Active Investing- Replacing perceptions with facts

Active management or index investing? Few questions are more hotly debated among investors and financial advisors. Contrasting views on whether it’s possible for active investors to consistently outpace the market […]

17 Apr 2014 No Comments

1Q2014 Market and Economic Review

Brief Summary: Global markets experienced an up and down quarter but ended mostly positive. In terms of U.S. economic growth, the quarter’s progress was complicated by severe winter weather that […]

4 Mar 2014 No Comments

Rate-of-return analysis shows value of delaying Social Security

For years, I have been telling my readers of the value of delaying Social Security benefits as long as possible particularly for married couples when the older, higher-earning spouse maxes out his […]

4 Mar 2014 No Comments

Actively Managed or Index Funds? Why Not Both?

Some investors swear by actively managed mutual funds. Others are just as single-minded about only owning funds that simply follow an index. But does it have to be an either/or […]

31 Jan 2014 No Comments

IWM Investment Insights January 2014

Independent Wealth Management’s Philosophy on two distinct scenarios; Near-Term and Long-Term, are discussed. Along with the resulting portfolio implications that arise. IWM Investment Insights January 2014 (Full Article Here)