What your current Financial Advisor, Financial Planner, or Investment Advisor hopes you never learn.

Do active investors (and active money managers) perform better than stock market rates of return by actively trading individual stocks? Can active money managers know when to be in and out of the market? Why do investors’ portfolios underperform in both bull and bear markets? It is easy to get opinions on questions of this type. It is hard to get facts. The answers are based on results that can be measured...

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Economic Update for February 20, 2012

Presented by Mark Lund, The Investor Coach February 20, 2012
WEEKLY QUOTE “In times of rapid change, experience could be your worst enemy.” - J. Paul CONSUMER PRICES UP 0.2% for January Major factors in this increase in the Consumer Price Index include a 0.9% rise in the price of clothing as well as rising rents and healthcare costs. Core CPI also rose 0.2% in January. [...]

NEW DOL FEE DISCLOSURE RULES FOR 401(K)S

Presented by Mark Lund, The Investor Coach February 14, 2012
New regulations mean plan sponsors will have to be more 401(k) plan sponsors will need to become 401(k) plan analysts. The Department of Labor is implementing new regulations for 401(k)s this year to address some longstanding issues. The intention is to make indirect plan costs visible and leave plan participants better Beginning April 1, the [...]

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Wealth Management from Mark Lund on Vimeo.

 


Wealth Management from Mark Lund on Vimeo.

 


Wealth Management from Mark Lund on Vimeo.