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Tag: AUM fees

Towards an Industry of Pure Financial Advice

I admire Paul Krugman in lots of different ways. People think of Krugman above all as an economist and as a liberal. Those who don’t like one or both of those labels argue that he’s wrong about everything. I won’t take those folks on here, other than to say that, […]

Friedman’s Law of the First Thing: Using the Investment Adviser Public Disclosure Site to Smarten Up About Financial Planners and Money Managers

Oodles of ’em. Oodles and oodles of ’em, even. There are oodles and oodles — and then some — of articles out there about how to find, interview and ultimately hire yourself a good financial planner or money manager. I can’t recall a single one of them, though, talking about […]

When You Get Financial Advice for Free, are You the Product?

If you do a Google search for the word MBAism, you’ll mostly find references to business degrees minted by the International School of Management, as in, an MBA from ISM. But that’s not what I use it for; I use the term to refer to widely-used sayings about business that […]

Paying for Financial Services: The Hidden Balls, the Magician’s Hands, and the Dollars Effortlessly Eased Away from You

I get a lot of value from listening to Dave Ramsey on the radio. His politics are about as far removed from mine as possible, and I often disagree with what he says, but he often serves up a lot of food for thought, which, on a good day, can […]

Financial Planning Does Not Have to Be Investing-Centric

We start with this:         <>    Do you know what that means? If not, then please allow me to take you back to yesteryear, and to little-you sitting in your little chair in arithmetic class, so that I can re-introduce you to your dear old friends, […]