Tag Archives | transparency

Field of Dreams

Assets and Aspirations

Our brokerage account custodian, T.D. Ameritrade, has an excellent slogan for their advisor industry advertisements: “You manage more than assets, you manage aspirations”. That aligns well with our philosophy. We have always resisted being called “investment managers”, because investments are but a tool to accomplish goals or aspirations. Everyone has distinct and unique goals.   […]

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Playing Field

An Uneven Playing Field

80% or more of the population still rely on brokers rather than advisors for financial advice. Let’s examine some of the reasons and risks. Perhaps the most overwhelming risk investors usually don’t understand is asymmetric information. The broker (or insurance person or banker), has far more knowledge of investing in general, and the products being […]

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