We find it remarkable that the practice of “suitable” investment recommendations has been allowed to go on for as long as it has.
Living trusts may be an effective tool to protect against the consequences of incapacitation, enable the grantor to easily respond to life’s changes, increase privacy of family assets, and avoid probate.
As the use of technology in the investment industry increases, so too do the opportunities for criminals to take advantage of that technology.
“Ideology remains an awfully expensive indulgence.”
The market is not an accommodating machine.
Fascinating from a political viewpoint, but it is also highly relevant.
Benchmark obsession undermines investor returns…