Blog tagged as Passive investing

The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning

12/07/2023 10:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.

Investing Is Not a Game

02/01/2021 11:50 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Investing Is Not a Game
Are you out of breath trying to keep up with the breaking news about GameStop and all the other red-hot trades o’ the day? Here’s a synopsis (to date), and what it means to you as an investor.

Evidence-Based Investing + Indexing: Making a Good Thing Even Better

01/26/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Evidence-Based Investing + Indexing: Making a Good Thing Even Better
As the public grows increasingly familiar with “passive” or “index” investing, it’s becoming easier for individual investors to gain cost-effective exposure to …

The Essence of Evidence-Based Investing

01/18/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Essence of Evidence-Based Investing
As with any risky venture, there are no guarantees that you’ll earn the returns you’re aiming for, or even recover your stake. This leads us to why we so strongly favor evidence-based investing. So what does evidence-based investing entail?

Get Along, Little Market

01/14/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Get Along, Little Market
Like a bucking bronco, near-term market returns are characterized more by periods of wild volatility than by a steady-as-she-goes trot. Diversification helps ...

Managing the Market’s Risky Business

01/13/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Managing the Market’s Risky Business
Before we even have words to describe it, most of us learn about life’s general risks when we tumble into the coffee table or reach for that pretty cat’s tail. Investment risks aren’t as straightforward.

The Full-Meal Deal of Diversification

01/12/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Full-Meal Deal of Diversification
Among your most important financial friends is diversification. After all, what other single action can you take to simultaneously dampen your exposure ...

Financial Gurus and Other Fantastic Creatures

01/11/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Gurus and Other Fantastic Creatures
In his Berkshire Hathaway 2017 Shareholders Letter, Warren Buffett described his take on investment “experts” when he wrote: “Performance comes, performance goes. Fees never falter.” Instead, Buffett suggests, “Seizing the opportunities ...
Next

Tags