Burned by Your Broker
()
About this ebook
Previously published as "How to Know if Your Stockbroker is Ripping You Off" by Brian Lowe.
Do you know what your broker is doing with your money?
Every year, thousands of investors who thought they did are finding out they were wrong--the hard way. Every year dishonest brokers ruin lives.
Is it happening to you? Would you even know?
This book can help. This book can save your wealth, your family's dreams, your retirement. In plain English it explains what to look for and what to do about it.
This book will tell you what your broker doesn't want you to know.
Read more from Brian K. Lowe
Once a Knight - A Tale of the Daze of Chivalry Rating: 0 out of 5 stars0 ratingsHow to Murder a Corpse Rating: 0 out of 5 stars0 ratings
Related to Burned by Your Broker
Related ebooks
How to Know if Your Stockbroker Is Ripping You Off: And What You Can Do About It Rating: 0 out of 5 stars0 ratingsThe Streetwise Guide to Borrowing Money without Going Broke Rating: 0 out of 5 stars0 ratingsTax Lien Handbook: Invest and Create Your Own Tax Lien Trust Fund Rating: 3 out of 5 stars3/5Probate Real Estate Investing: The Ultimate Guide To Buying And Selling Probate Real Estate Ebook
Probate Real Estate Investing: The Ultimate Guide To Buying And Selling Probate Real Estate
byJeff LeightonRating: 0 out of 5 stars0 ratingsRescue Your Money: How to Invest Your Money During these Tumultuous Times Rating: 4 out of 5 stars4/5The Streetwise Guide to Buying and Selling Your Business Rating: 0 out of 5 stars0 ratingsInvestment Fraud: How Financial “Experts” Rip You Off And What To Do About It: Financial Freedom for Smart People Ebook
Investment Fraud: How Financial “Experts” Rip You Off And What To Do About It: Financial Freedom for Smart People
byTodd TresidderRating: 0 out of 5 stars0 ratingsWealth Mismanagement: A Wall Street Insider On the Dirty Secrets of Financial Advisers and How to Protect Your Portfolio Ebook
Wealth Mismanagement: A Wall Street Insider On the Dirty Secrets of Financial Advisers and How to Protect Your Portfolio
byEd ButowskyRating: 0 out of 5 stars0 ratingsReal Estate Due Diligence: The Investor's Guide to Avoiding Costly Mistakes Rating: 0 out of 5 stars0 ratingsThe Tao of Trading: How to Build Abundant Wealth in Any Market Condition Rating: 5 out of 5 stars5/5Innovative Insurance: How to Lower Your Risk and Build a More Successful Real Estate Investment Business Ebook
Innovative Insurance: How to Lower Your Risk and Build a More Successful Real Estate Investment Business
byShawn WoedlRating: 0 out of 5 stars0 ratingsThe Streetwise Guide to Going Broke without Losing your Shirt Rating: 0 out of 5 stars0 ratingsTruth in Private Lending: Real Estate Investors Guide to Keeping Scammers Away From Your Money Ebook
Truth in Private Lending: Real Estate Investors Guide to Keeping Scammers Away From Your Money
byRandy P. HinkleRating: 0 out of 5 stars0 ratingsReal Estate Investing: How to Find Private Money Lenders Rating: 4 out of 5 stars4/5How to be Your Own Lawyer in a Non-Criminal Case in the United States of America Rating: 5 out of 5 stars5/5Stock Market Investing for Beginners Rating: 0 out of 5 stars0 ratingsThe Minimax Money Manual Rating: 0 out of 5 stars0 ratings90 Important Things You Must Know to Successfully Survive the Future Rating: 0 out of 5 stars0 ratingsThe Option Trader's Mindset: Think Like a Winner Rating: 0 out of 5 stars0 ratingsRisk Literacy: Trading the Great Correction of 2015 Rating: 0 out of 5 stars0 ratingsThe Lazy Investors' Guide Rating: 3 out of 5 stars3/5Stock Investing For Beginners: Stock Market Investing 101 Guide Rating: 0 out of 5 stars0 ratingsInvestopoly: The 8 golden rules for mastering the game of building wealth Rating: 0 out of 5 stars0 ratings18 Real Estate Investing Tips & Strategies to Maximize Profits Rating: 5 out of 5 stars5/5The 5 Mistakes Every Investor Makes and How to Avoid Them (Review and Analysis of Mallouk's Book) Ebook
The 5 Mistakes Every Investor Makes and How to Avoid Them (Review and Analysis of Mallouk's Book)
by BusinessNews PublishingRating: 0 out of 5 stars0 ratingsJust One Thing: Twelve of the World's Best Investors Reveal the One Strategy You Can't Overlook Ebook
Just One Thing: Twelve of the World's Best Investors Reveal the One Strategy You Can't Overlook
byJohn MauldinRating: 3 out of 5 stars3/5Your Great Book Of Tax Liens And Deeds Investing - The Beginner's Real Estate Guide To Earning Sustainable Passive Income Ebook
Your Great Book Of Tax Liens And Deeds Investing - The Beginner's Real Estate Guide To Earning Sustainable Passive Income
byPhil C. SeniorRating: 5 out of 5 stars5/5Internet Entrepreneurship Survival Guide Rating: 0 out of 5 stars0 ratingsReal Estate Investors Marketing For Private Money Rating: 5 out of 5 stars5/5Property Profits: A Lazy Investor's Guide to Making Money in Real Estate Even if You Don't Have Time or Patience for All the B.S. Ebook
Property Profits: A Lazy Investor's Guide to Making Money in Real Estate Even if You Don't Have Time or Patience for All the B.S.
byCarlos Alberto RodriguesRating: 0 out of 5 stars0 ratings
Related podcast episodes
the POWDER KEG Risk Factor in Rental Property Investing | Episode 121: There’s a heinous risk that lurks with every single rental property investment. One false move with this powder keg, and your portfolio can go BOOM. I’m Bryan Ellis… I’ll tell you what it is, and how to mitigate it... Podcast episode
the POWDER KEG Risk Factor in Rental Property Investing | Episode 121: There’s a heinous risk that lurks with every single rental property investment. One false move with this powder keg, and your portfolio can go BOOM. I’m Bryan Ellis… I’ll tell you what it is, and how to mitigate it...
bySelf Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA's & Solo 401k's0 ratings0% found this document usefulSurviving a Bear Attack: What to Do During a Bear Market: Mace? No, not that kind of bear attack silly. The kind that happens when the stock market is down. Spoilers, don't panic. That may work for both kinds. Podcast episode
Surviving a Bear Attack: What to Do During a Bear Market: Mace? No, not that kind of bear attack silly. The kind that happens when the stock market is down. Spoilers, don't panic. That may work for both kinds.
byListen Money Matters - Free your inner financial badass. All the stuff you should know about personal finance.0 ratings0% found this document useful7 Things That Will Transform Your Business in 2021- Toby Salgado: Real Estate agent business planning for 2021 Podcast episode
7 Things That Will Transform Your Business in 2021- Toby Salgado: Real Estate agent business planning for 2021
bySuper Agents Live- Selling Real Estate0 ratings0% found this document usefulHow To Avoid Getting Scammed on Life Insurance 0 ratings0% found this document usefulAsk Marco – Buying Foreclosures | PREI 207: Hello my friends and welcome to another episode of Ask Marco where I answer your investing related questions. - Today's question comes from Jayco, I believe that's how you pronounce your name. Uh, he says, Hey Marco, this is Jayco from Indianapolis. Podcast episode
Ask Marco – Buying Foreclosures | PREI 207: Hello my friends and welcome to another episode of Ask Marco where I answer your investing related questions. - Today's question comes from Jayco, I believe that's how you pronounce your name. Uh, he says, Hey Marco, this is Jayco from Indianapolis.
byPassive Real Estate Investing0 ratings0% found this document useful#039 | Adulting and Money: We talk about adulting and how to handle your money if you want to act like an adult. We share advice on how to enter financial adulthood, and all the things we wished we had done more of when we were younger. We cover advice like avoiding debt, not overspending on things like housing and cars, managing your mindset and avoiding lifestyle inflation, take advantage of company benefits, investing early and often, tracking your expenses and net worth, communicating with your partner about finances and your goals in life, and pursuing your passions. Podcast episode
#039 | Adulting and Money: We talk about adulting and how to handle your money if you want to act like an adult. We share advice on how to enter financial adulthood, and all the things we wished we had done more of when we were younger. We cover advice like avoiding debt, not overspending on things like housing and cars, managing your mindset and avoiding lifestyle inflation, take advantage of company benefits, investing early and often, tracking your expenses and net worth, communicating with your partner about finances and your goals in life, and pursuing your passions.
byfriends on FIRE0 ratings0% found this document usefulWhere To FInd Real Estate Note Investments Part 2 | Episode 210: Real estate-secured notes are an exceptional asset class that offers the simplicity, safety and strength that wise investors seek. And without a doubt, one of the best sources for getting the best note deals is from other individual... Podcast episode
Where To FInd Real Estate Note Investments Part 2 | Episode 210: Real estate-secured notes are an exceptional asset class that offers the simplicity, safety and strength that wise investors seek. And without a doubt, one of the best sources for getting the best note deals is from other individual...
bySelf Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA's & Solo 401k's0 ratings0% found this document usefulReal Estate Investing From An Expert’s Perspective | PREI 081: When it comes to real estate investing, most financial advisors shake their heads. But the financial services industry has turned itself into such a complex machine. It has caused confusion, encouraged mistakes, and justified hefty fees. Podcast episode
Real Estate Investing From An Expert’s Perspective | PREI 081: When it comes to real estate investing, most financial advisors shake their heads. But the financial services industry has turned itself into such a complex machine. It has caused confusion, encouraged mistakes, and justified hefty fees.
byPassive Real Estate Investing0 ratings0% found this document usefulTurnkey Real Estate Investing Explained | PREI 004: - Today’s episode discussed what “Turnkey Real Estate Investing” is and further defines what a turnkey real estate investment is. A good understanding of this is important to make smart investment decisions and help avoid common pitfalls and tra... Podcast episode
Turnkey Real Estate Investing Explained | PREI 004: - Today’s episode discussed what “Turnkey Real Estate Investing” is and further defines what a turnkey real estate investment is. A good understanding of this is important to make smart investment decisions and help avoid common pitfalls and tra...
byPassive Real Estate Investing0 ratings0% found this document useful850: Multifamily Experts: Look Out For These 7 “Red Flags” BEFORE You Invest: “Want to invest in multifamily real estate, do zero work, and make a million dollars, all in a few months? Well, we have the opportunity for you! We’re about to make you a gazillionaire for the low, low price of your entire life savings. Don’t worry about doing any due diligence; just sign these papers without looking through them. You’re about to strike it rich!” Most people can call out an obvious scam or bad real estate deal, but what about the less-than-obvious signs? Today, we’ve got two multifamily real estate experts, Andrew Cushman and Matt Faircloth, on the show to go through the multifamily and syndication red flags that could cost you EVERYTHING. Andrew even went through the painful process of losing 90% of an investment years ago just to walk through his lessons on the show. Whether you’re partnering on a deal or passively investing in syndications, if any of these red flags show up, you should Podcast episode
850: Multifamily Experts: Look Out For These 7 “Red Flags” BEFORE You Invest: “Want to invest in multifamily real estate, do zero work, and make a million dollars, all in a few months? Well, we have the opportunity for you! We’re about to make you a gazillionaire for the low, low price of your entire life savings. Don’t worry about doing any due diligence; just sign these papers without looking through them. You’re about to strike it rich!” Most people can call out an obvious scam or bad real estate deal, but what about the less-than-obvious signs? Today, we’ve got two multifamily real estate experts, Andrew Cushman and Matt Faircloth, on the show to go through the multifamily and syndication red flags that could cost you EVERYTHING. Andrew even went through the painful process of losing 90% of an investment years ago just to walk through his lessons on the show. Whether you’re partnering on a deal or passively investing in syndications, if any of these red flags show up, you should
byBiggerPockets Real Estate Podcast0 ratings0% found this document usefulThe Truth about Property Insurance | PREI 020: In today's episode I talk to one of my insurance agents (Joshua Dupree) to answer many common (and not so common) questions that real estate investors ask. Insurance is a necessity but there is so much confusion surrounding what coverage to get, Podcast episode
The Truth about Property Insurance | PREI 020: In today's episode I talk to one of my insurance agents (Joshua Dupree) to answer many common (and not so common) questions that real estate investors ask. Insurance is a necessity but there is so much confusion surrounding what coverage to get,
byPassive Real Estate Investing0 ratings0% found this document usefulS2E9 - What Type of Advisor Should I Hire? 0 ratings0% found this document useful153: Tax Loss Harvesting: Tax loss harvesting is an important topic, especially right now. If you have been hemorrhaging money in the markets, like most of us have, you may want to do some tax loss harvesting. This a great way in which you can get Uncle Sam to share the pain... Podcast episode
153: Tax Loss Harvesting: Tax loss harvesting is an important topic, especially right now. If you have been hemorrhaging money in the markets, like most of us have, you may want to do some tax loss harvesting. This a great way in which you can get Uncle Sam to share the pain...
byWhite Coat Investor Podcast0 ratings0% found this document usefulDr. Daniel Crosby: The Best Thing You Can Do is Nothing: “Wealth doesn’t equal intelligence.” - Dr. Daniel Crosby Finances can be a very confusing thing for people, especially when it comes to investing. You might think you need to have a detailed game plan on where to put all of your money, and check on you... Podcast episode
Dr. Daniel Crosby: The Best Thing You Can Do is Nothing: “Wealth doesn’t equal intelligence.” - Dr. Daniel Crosby Finances can be a very confusing thing for people, especially when it comes to investing. You might think you need to have a detailed game plan on where to put all of your money, and check on you...
byRedefining Wealth with Patrice Washington0 ratings0% found this document usefulWhen To FIRE a Buyer! | Complete Home Buyer System Podcast episode
When To FIRE a Buyer! | Complete Home Buyer System
byReal Estate Training & Coaching School0 ratings0% found this document useful#135 - Why People In The Financial Services Industry Are Freaking Out!: It’s not a good things when the financial services industry is freaking out. I mean really - these are people who are giving advice to you about your finances and retirement. Does it make YOU feel good when you see them freaking out? You might be... Podcast episode
#135 - Why People In The Financial Services Industry Are Freaking Out!: It’s not a good things when the financial services industry is freaking out. I mean really - these are people who are giving advice to you about your finances and retirement. Does it make YOU feel good when you see them freaking out? You might be...
byRetirement Answer Man0 ratings0% found this document useful12.19.19 Commission-free investing; Social security scams; Getting rid of a timeshare: Commission-free investing; Social security scams; Getting rid of a timeshare Podcast episode
12.19.19 Commission-free investing; Social security scams; Getting rid of a timeshare: Commission-free investing; Social security scams; Getting rid of a timeshare
byThe Clark Howard Podcast0 ratings0% found this document usefulTTU48: How to Understand a New Manager’s Track Record ft. Bastian Bolesta of Deep Field Capital – 2of2 Podcast episode
TTU48: How to Understand a New Manager’s Track Record ft. Bastian Bolesta of Deep Field Capital – 2of2
byTop Traders Unplugged0 ratings0% found this document usefulHow to Buy and Sell Real Estate, Tax Free 0 ratings0% found this document usefulSLT034: Let’s Talk Money, & An Interview with Bonnie Dewkett: Let's Talk Money, & An Interview with Bonnie Dewkett, The Joyful Organizer Whether we like it or not, many things in life boil down to relationships. We all have a relationships with money and we all have relationships with the "stuff" in our lives. Podcast episode
SLT034: Let’s Talk Money, & An Interview with Bonnie Dewkett: Let's Talk Money, & An Interview with Bonnie Dewkett, The Joyful Organizer Whether we like it or not, many things in life boil down to relationships. We all have a relationships with money and we all have relationships with the "stuff" in our lives.
bySimple Life Together0 ratings0% found this document useful141: Private Real Estate Access Funds: This episode we discuss advantages and disadvantages of investing in private real estate access funds. What are the advantages of access funds over syndicated real estate deals? How much of your portfolio should be invested in private real estate... Podcast episode
141: Private Real Estate Access Funds: This episode we discuss advantages and disadvantages of investing in private real estate access funds. What are the advantages of access funds over syndicated real estate deals? How much of your portfolio should be invested in private real estate...
byWhite Coat Investor Podcast0 ratings0% found this document usefulWill My Social Security Benefit Be Impacted by My Divorce?: Does navigating this bear market in retirement terrify you? If so, you are not alone. No one can (or should try to) predict what will happen next. A financial advisor’s advice during bear markets is often ”stay the course,” however this... Podcast episode
Will My Social Security Benefit Be Impacted by My Divorce?: Does navigating this bear market in retirement terrify you? If so, you are not alone. No one can (or should try to) predict what will happen next. A financial advisor’s advice during bear markets is often ”stay the course,” however this...
byRetirement Answer Man0 ratings0% found this document useful048: Gil Baumgarten - Disrupting the Wealth Management Industry 0 ratings0% found this document usefulAsset Protection For Real Estate Investors | PREI 218: - In real estate, the only thing that's truly certain is that in any situation where you own assets, there's always the risk of losing those same assets for whatever reason. This is why real estate asset protection is such a vital necessity to you a... Podcast episode
Asset Protection For Real Estate Investors | PREI 218: - In real estate, the only thing that's truly certain is that in any situation where you own assets, there's always the risk of losing those same assets for whatever reason. This is why real estate asset protection is such a vital necessity to you a...
byPassive Real Estate Investing0 ratings0% found this document usefulS2E10 - Handling Market Anxiety 0 ratings0% found this document useful461-How to Protect Your Financial Privacy and Keep Your Accounts Secure: Interview with Justin Carroll from the Complete Privacy and Security Podcast: What do dentists who shoot lions, publicists who make jokes in poor taste on Twitter and Indiana pizza makers have in common? Their lives were suddenly and irrevocably changed for the worst while doing something that they could never have predicted... Podcast episode
461-How to Protect Your Financial Privacy and Keep Your Accounts Secure: Interview with Justin Carroll from the Complete Privacy and Security Podcast: What do dentists who shoot lions, publicists who make jokes in poor taste on Twitter and Indiana pizza makers have in common? Their lives were suddenly and irrevocably changed for the worst while doing something that they could never have predicted...
byRadical Personal Finance0 ratings0% found this document useful192 Planning for a Successful Retirement - Larry Swedroe, Author & Director of Research for Buckingham Strategic Wealth: I don’t know why exactly, but lately I’ve been hearing from my millennial clients their big concern about not being able to afford retirement. I’m talking 20 and 30 years olds freaking out because they have no idea how they’ll ever be able to save Podcast episode
192 Planning for a Successful Retirement - Larry Swedroe, Author & Director of Research for Buckingham Strategic Wealth: I don’t know why exactly, but lately I’ve been hearing from my millennial clients their big concern about not being able to afford retirement. I’m talking 20 and 30 years olds freaking out because they have no idea how they’ll ever be able to save
byMore Money Podcast0 ratings0% found this document usefulInvestment Pitfalls: Are You Falling for These Common Gambling Traps? Podcast episode
Investment Pitfalls: Are You Falling for These Common Gambling Traps?
byLeibel on FIRE0 ratings0% found this document usefulThe BIGGEST trick real estate agents use to get you to say "YES"!: What is the biggest trick real estate agents use when working with clients? We will discuss that today! Podcast episode
The BIGGEST trick real estate agents use to get you to say "YES"!: What is the biggest trick real estate agents use when working with clients? We will discuss that today!
byReal Estate Realities With The RebelBroker0 ratings0% found this document usefulRookie Reply: What is Due Diligence in Real Estate? 0 ratings0% found this document useful
Related articles
Warning: Your Money Smarts May Be Fading KiplingerArticle
Warning: Your Money Smarts May Be Fading
Feb 21, 2020
The bills, the Social Security payments, the checks that didn't get deposited, the meetings with your financial advisers, the insurance payments, your Medicare payments, the tracking of doctors' bills, the fight with the pharmacy when Medicare doesn'
4 min readWhen It Comes To Retirement, Look For A Plan, Not A Pitch KiplingerArticle
When It Comes To Retirement, Look For A Plan, Not A Pitch
Mar 31, 2020
Imagine you have a big bucket of cash and three friendly acquaintances are offering to take care of it for you. The first one tells you he can take the money you have and use it to make even more. But to get a bigger reward, you'll have to take some
3 min read3 Common Money Myths You Probably Believe KiplingerArticle
3 Common Money Myths You Probably Believe
Apr 3, 2018
If you want to build your wealth, it's never been easier to learn how to do that, thanks to the Internet. Anyone with an Internet connection can find the answers to just about any question in a matter of seconds. You can teach yourself almost anythin
4 min readOne Financial Planner On Common Money Mishaps She's Seen — And How To Avoid Them NPRArticle
One Financial Planner On Common Money Mishaps She's Seen — And How To Avoid Them
Feb 5, 2019
11 min readThe Mental Journey NZ Property InvestorArticle
The Mental Journey
Jun 27, 2019
Awesome! You’re ready to buy an investment property, either your first, or maybe in an area you haven’t purchased in before. You’ve done your homework, have your finance lined up, all the correct tax structures in place and the best possible property
3 min readWhy Americans Talk Themselves Out of Retirement Security KiplingerArticle
Why Americans Talk Themselves Out of Retirement Security
Jun 6, 2018
When it comes to retirement planning, 56% of Americans say guaranteed income is their top priority, according to a 2017 study by TIAA-CREF. Another 22% want to ensure their savings are safe, regardless of what happens in the market. As pension plans
4 min readWhat Happens to You When Your Financial Adviser Retires? KiplingerArticle
What Happens to You When Your Financial Adviser Retires?
Aug 7, 2018
Fresh out of college, I entered the financial planning industry. In the first few years, like those who had come before me, I often heard age-based objections. Why would I trust a 22-year-old with my life savings? In the last few years as I've ent
3 min readRisk Tolerance in the Bull Market Era KiplingerArticle
Risk Tolerance in the Bull Market Era
Dec 2, 2019
The current bull market, which started in March 2009, is the longest in history. I frequently get asked about how long it will last and how big of a drop we can expect when the tide turns the other way. Unfortunately, no one knows the answer, and in
4 min readAre You a Gambler, Speculator, Investor or Risk Manager? KiplingerArticle
Are You a Gambler, Speculator, Investor or Risk Manager?
Sep 12, 2018
With today's economic uncertainty and market volatility, it's important to understand the emotions that drive your investing decisions. Whether it's greed, fear, optimism or something else, knowing what motivates you can help you avoid making mistake
3 min readThinking About Day Trading? Read This First KiplingerArticle
Thinking About Day Trading? Read This First
Sep 22, 2020
In the midst of the pandemic, you may have noticed a rather unusual trend: More and more people are jumping into the stock market. Despite, or perhaps even because of, extreme volatility in the market and endless speculation about what could happen n
3 min readWhy Small Money Can Beat Fast Money Money MagazineArticle
Why Small Money Can Beat Fast Money
Sep 1, 2021
I have never liked the expression “smart money”. It is demeaning to individual investors and used by the finance industry to imply they are smart and the rest of you are by implication “dumb”. There are only a few “smart money” activities, inaccessib
3 min readWhy Fear Is As Good As Greed Money MagazineArticle
Why Fear Is As Good As Greed
Jul 28, 2022
4 min readFull Service With A Smile Money MagazineArticle
Full Service With A Smile
Sep 30, 2020
I received an email from a Marcus Today member, in the wake of the recent results season and the US technology sector correction. It said: “I am exhausted trying to do my own investment. I’m not sure I enjoy it anymore. I keep getting blown up. And a
3 min readGet The Better Of Your Biases When You Trade Stocks MoneyWeekArticle
Get The Better Of Your Biases When You Trade Stocks
Sep 3, 2021
6 min readInvestors: Don't Let FOMO Put Your Retirement at Risk KiplingerArticle
Investors: Don't Let FOMO Put Your Retirement at Risk
Feb 27, 2018
Given the current state of the markets, you're probably wondering if you should be making some changes to your investment portfolio. Maybe you've got the urge to sell as stocks fall. Or maybe you want to do the opposite: Take advantage of big market
3 min readWarning: 3 Serious Red Flags about Financial Advisers KiplingerArticle
Warning: 3 Serious Red Flags about Financial Advisers
Aug 8, 2018
Did you know that anyone can use the title "financial adviser"? That's why it's crucial for investors to know what to look for in a financial professional. But even when you find a financial adviser who checks off many of the boxes you're interested
2 min readSell Your Business the Right Way (Don’t Make These Mistakes) KiplingerArticle
Sell Your Business the Right Way (Don’t Make These Mistakes)
Dec 3, 2021
“My father, ‘Paul,’ is in a real panic over the sale of the carpet and home furnishing stores in the Pacific Northwest our family has operated for many years. He is 82, in good health physically, but fears the economy is about to turn sour and wants
3 min readIs Your Financial Adviser Truly Independent? KiplingerArticle
Is Your Financial Adviser Truly Independent?
Aug 1, 2018
If you were buying a home, you probably wouldn't want a Realtor who showed you only the houses listed by his company. Pretty soon you'd find yourself asking, "What about this place with the pool? Or this one with the walk-in closet? That's what I rea
3 min readLack of Financial Information Is No Longer the Problem. Knowing How to Process It Is. KiplingerArticle
Lack of Financial Information Is No Longer the Problem. Knowing How to Process It Is.
May 31, 2018
Thanks to new technologies, investing is more accessible than ever. You can buy stocks, bonds and mutual funds with a click of a mouse, or even with an app on your phone. As a result of these technologies, we now have more, faster and cheaper informa
4 min read5 Financial Boxes You Should Check Before COVID-19 Strikes KiplingerArticle
5 Financial Boxes You Should Check Before COVID-19 Strikes
Apr 23, 2020
I'm not sure I've ever read, let alone written, a title so morbid. These are unprecedented times. The unfortunate reality is that, according to the CDC, the fatality rate of this virus is over 10% for those 85+, but the virus can be deadly no matte
4 min readAre You Investing or Speculating? KiplingerArticle
Are You Investing or Speculating?
Mar 14, 2018
Do you feel hesitant to put more of your money in the market because it feels like a gamble? Even seasoned investors can get nervous about investing their hard-earned money, because all investments come with risk. And for most people, the thought of
2 min read10 Questions to Fire at Financial Advisers KiplingerArticle
10 Questions to Fire at Financial Advisers
May 1, 2018
4 min readInvesting In Uncertain Times NZ Property InvestorArticle
Investing In Uncertain Times
Sep 30, 2021
People often refer to this as “What is your why?” In other words, what is the reason you are wanting to invest? Is it to help fund your retirement? Is it to get out of your day job before the age of 65? Is it to help your children financially? Or som
3 min readWinning at Wall Street—and Life! NewsweekArticle
Winning at Wall Street—and Life!
May 14, 2021
4 min readFinding a Modern Financial Adviser: 3 Questions to Ask KiplingerArticle
Finding a Modern Financial Adviser: 3 Questions to Ask
May 1, 2022
Whether it’s political unrest, a Black Swan event, a housing crisis or a global pandemic, there are very few “normal” years in the world of finance anymore. In the “post normal economy,” as Barry Ritholtz frames it, financial advisers need to be diff
3 min readFor Real Financial Security, Do NOT Do What Everyone Else Is Doing KiplingerArticle
For Real Financial Security, Do NOT Do What Everyone Else Is Doing
Apr 5, 2022
If you were to characterize the perfect investment, how would you describe its features? You most likely are describing something that doesn’t exist – a financial unicorn that, if it actually did exist, would do away with all other financial produc
5 min readMake Your Team Work For You – Part Two NZ Property InvestorArticle
Make Your Team Work For You – Part Two
May 2, 2019
This article follows on from last month’s discussion about why it is crucial to ensure your solicitor or mortgage broker works for you 100% in any property investment dealings. They must understand what you are trying to achieve and what your goals a
2 min read3 Mistakes to Avoid When Working with a Financial Adviser KiplingerArticle
3 Mistakes to Avoid When Working with a Financial Adviser
May 21, 2018
Have you been burned when working with a financial adviser? High fees, poor communication and a one-size-fits-all approach are common complaints heard from the dissatisfied clients of some advisers. Mistakes made working with the wrong adviser can b
2 min readThe Elephant in the Room: Your Adviser Is Getting Paid KiplingerArticle
The Elephant in the Room: Your Adviser Is Getting Paid
Jun 24, 2019
If you're like most Americans, you may not know how much you pay in investment fees. In fact, 61% of Americans reported that they don't. It's no wonder -- the financial services and advisory industry boasts a confusing array of fees. Those fees also
5 min readI'm Terrified Of Seams, So I Need Advice I Can Trust Money MagazineArticle
I'm Terrified Of Seams, So I Need Advice I Can Trust
Sep 29, 2022
I've sold a house in Sydney and bought another cheaper one so I could be mortgage free. I'm 63 and I'd like to invest the extra but am terrified when I keep reading about scams in the financial industry. How can I find an adviser I trust, and how can
3 min read
Reviews for Burned by Your Broker
0 ratings0 reviews