Fees


May

12

2017
Can You Imagine?!

Can You Imagine?!

Earlier this year I came across an interview with Adele Martin, a successful financial advisor in Australia (XYPN Radio Podcast Ep #74).  Adele discussed changes that Australia’s regulatory bodies have adopted in recent years to protect consumers from poor but...

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Nov

07

2016
asset-based doctors

Asset-Based Colonoscopy Pricing

“The value a good financial advisor provides will usually far outweigh the cost of their service.” I agree with that statement.  Good advice can be invaluable.  However, in the finance industry, “value” is often used to defend excessive and illogical...

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Nov

04

2016
Compensation Paradox

The Compensation Paradox

Yesterday I met with a CPA whose client paid $65,000 in fees to his advisor last year.  Let that sink in for a bit. $65,000. That is a full-time salary.  This man obviously had a large portfolio (~$10 million) so...

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Jul

08

2016
Eating Your Dog Food

Eating Your Dog Food

Last week I wrote about free lunches.  Let’s stick with the food theme and discuss a less appetizing meal; dog food. Those of you who have been reading my posts each week know that I don’t exactly sing the praises...

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May

24

2016
Hedge Fund Roulette

Hedge Fund Roulette

Paul Tudor Jones is an investment legend.  He founded Tudor Investment Corporation in 1980 and has delivered net annual returns of 19% since inception.  That is an incredible track record. However, the returns are somewhat skewed.  PTJ had massive returns...

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May

17

2016
Don’t Stop Believin’ (In Active Management?)

Don’t Stop Believin’ (In Active Management?)

In a move to attract more index investors into their funds, Fidelity Investments will re-brand and begin selling their benchmark tracking funds outside their own distribution platform. Fidelity Makes Big Change to Win Over More Index Investing Fans I think...

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Mar

25

2016
The Million Dollar Bet

The Million Dollar Bet

At Berkshire Hathaway’s 2006 annual company meeting, Warren Buffet was on stage talking when the subject of hedge funds came up.  Buffet said that hedge funds are not worth the fees they charge investors and he would be willing to...

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Mar

18

2016
The Stock Market is a Distraction

The Stock Market is a Distraction

“The stock market is a giant distraction from the business of investing.” – Jack Bogle Last week Barry Ritholtz conducted a great interview with Jack Bogle on Bloomberg’s Masters in Business radio show/podcast.  Bogle is founder and retired CEO of The Vanguard Group and would...

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