Your Financial Concierge

August 24, 2016 | Brad Sherman


The Conflicts of Interest Around 401(k)s

A new study in the Journal of Finance has found that conflicts of interest in 401(k) plans can lead to serious losses for individual investors. More specifically, the 2,500 funds surveyed were less likely to eliminate under performing funds that were their own rather than another provider’s fund. This can be very costly to retirement […]

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August 23, 2016 | Brad Sherman

Antoine Walker

Financial Failings of NBA Legend Antoine Walker

Former NBA All-Star forward Antoine Walker possessed a varied skill-set that enabled him to play both inside and outside. A big man who also shot the three, Walker was notorious for his hilariously erratic shot selection and, later in his career, an aversion to running that led to lazy play. The quality of financial advice […]

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July 29, 2016 | Brad Sherman

Brexit Rules featured.fw

Instituting Investing Rules: Lessons from the Brexit

The world had its eyes on the United Kingdom on June 23, as returns from their national referendum on whether to withdraw from the European Union began to roll in. The ultimate victory of the “leave” camp sent shock waves through political and financial sectors, as investors saw the British pound crash to a 30-year […]

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July 26, 2016 | Brad Sherman


Advisors Repapering Your Account: What to Know

The White House’s report on conflicting financial advice estimates that there is a staggering $1.7 trillion invested in products that generate conflicts of interest for advisors—meaning products that advisors earn a commission for selling to clients—leading to a loss of 12 percent in a retirement account’s value over 30 years. To combat this, the Department of […]

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July 14, 2016 | Brad Sherman


Going the ETF Route? What You Should Know

CNBC recently published a story on the growing popularity of exchange-traded funds, or ETFs. According to the article, 81% of advisors surveyed said they used or recommended ETFs to their clients in 2015. We have been advocating ETFs as a secure, flexible investment for our clients since the days when they weren’t as popular. Here’s […]

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July 6, 2016 | Brad Sherman


Do You Need to Change Your Financial Advisor?

In his song “Real Friends” musician Kanye West raps, “Real friends. It’s not many of us. We smile at each other. But how many honest? Trust issues.” West wonders whether those around him are there because they really have his best interests at heart, or if they only care about him for his money. Given […]

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July 5, 2016 | Brad Sherman


4 Healthy Financial Habits to Develop Now

Our habits play a crucial role in our ability to meet our goals and become who we want to be. Bad habits — whether it’s biting our nails, overeating, smoking or something else — create roadblocks on the path to becoming our best selves. And it’s no different when it comes to our finances. Bad […]

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June 22, 2016 | Brad Sherman

John Oliver Retirement

4 Things You Can Learn From John Oliver About Retirement Planning

On his HBO show Last Week Tonight, comedian John Oliver recently turned the national spotlight on the wealth management and retirement planning industry. In light of a new Department of Labor rule requiring all financial advisors to act as fiduciaries for retirement accounts, in which we strongly believe, Oliver skewered the opaque tendencies of brokers […]

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May 26, 2016 | Brad Sherman

Investor Biases

8 Common Investor Biases That Impact Investment Decisions

One of the biggest challenges to our own success can be our own instinctive behavioral biases. In previously discussing behavioral finance, we focused on four common personality types of investors. Now let’s focus on the common behavioral biases that affect our investment decisions. The concept of behavioral finance helps us recognize our natural biases that […]

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May 18, 2016 | Brad Sherman


Which Investor Personality Best Describes You?

According to many studies, our different personality traits and preferences, along with a range of emotional and mental behavioral biases, have a strong impact on the way we invest. This is commonly referred to as behavioral finance. As part of a two-part series on Behavioral Finance, we will start by exploring the different personality types […]

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