1 fiduciary

   noun               fi·du·cia·ry             \fə-ˈdü-shə-rē, -ˈdyü-, -shē-ˌer-ē\

  1. one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation.

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Survivorship Bias and Other Tricks of the Trade

One of the reasons we turn to evidence-based investing is to guide us past the misguided strategies that can otherwise cause an investor’s expected returns to run aground. That said, there is a lot of “evidence” out there. How do we determine which of it comes from sound science and which may steer you wrong?

How to Pick a Financial Advisor

In the Wall Street Journal, Jason Zweig gives great advice on how to pick a financial advisor. Zweig, who writes the Intelligent Investor column, has a different take on how to find a financial advisor.

REAL Return is what Really Matters

Which is a better total return, 6.6% or 5.5%? Right off you get the sense that adding ‘total’ to return is one of those financial planner weasel words. You would be right.

Our Mixed Up, Messed Up Relationship with Investment Risk

“What the imagination can’t conjure, reality delivers with a shrug.”

Trumbo (movie voice-over)

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

Is an Investment Advisor Really Worth the Investment Advisory Fee?

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of today’s markets.

Five Things You Should Expect From Your Financial Advisor

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

Investing For Retirement Income: Straw, Sticks, or Bricks? Part 3

Part III: Total-Return Investing for Solid Construction

 

Investing for Retirement Income: Straw, Sticks, or Bricks? Part 2

Part II: High-Yield Bonds – Sticks and Stones Can Break You

 

Investing for Retirement Income: Straw, Sticks or Bricks?

Part I: Dividend-Yielding Stocks – A Straw Strategy

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1 Source: http://www.merriam-webster.com/dictionary/fiduciary

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