Brian O'Connell is a former Wall Street bond trader and author of the best-selling books, such as The 401k Millionaire. He's a regular contributor to major media business platforms. He resides in Doylestown, Pa. Brian may be reached at [email protected].
The Phil Mickelson case shows that sometimes a good, healthy fund is a better choice than a big play on a “sure-fire” tip.
Consumers might be open to finding their financial soul-mate on a match-making site, but advisors might swipe left on the idea.
Some studies cast doubt on the wisdom of using the popular funds. … And some advisors tend to agree.
Marijuana is selling like pot-laced hotcakes, so investing in a cannabis exchange might make a lot of sense.
Thirty-three percent of financial advisors are expected to retire over the next decade. Analysts say the transition phase will allow financial firms to train the next generation of advisors.
The Securities and Exchange Commission plans to add another 100 compliance inspectors this year.
Although it’s never a good idea to argue politics with clients, advisors can gain valuable insight by understanding their clients’ political leanings.
