Citium Wealth Management, LLC
Wednesday, December 28, 2011
Friday, October 14, 2011
Saturday, March 26, 2011
Another way brokers take your money...
As many of you know, I use a wholesale bond desk to ensure we get the very best prices (hidden in the "bid-ask" spread). Today's WSJ article details how much most brokers are making when you buy one of their bonds...
http://online.wsj.com/article/SB10001424052748703696704576222814056970904.html
http://online.wsj.com/article/SB10001424052748703696704576222814056970904.html
Saturday, March 12, 2011
Wall Street's view of the passive approach...
The article below (from the NY Times) is a great example of how Wall Street veterans invest once they retire...
http://www.nytimes.com/2010/11/27/your-money/27money.html?_r=2&scp=1&sq=dying+banker&st=cse
http://www.nytimes.com/2010/11/27/your-money/27money.html?_r=2&scp=1&sq=dying+banker&st=cse
The importance of your advisor being a Fiduciary
Citium Wealth Management has always worked as a fiduciary, although most advisors are not. Why is this important? Today's WSJ does an excellent job highlighting the issue.
http://online.wsj.com/article/getting_going.html
http://online.wsj.com/article/getting_going.html
Funds we love - DFA
This is a recent article from the NY Times detailing the investment approach of Dimensional Fund Advisors (DFA), and how their funds differ from pure Index Funds. A must read...
http://www.nytimes.com/2011/01/29/your-money/29money.html?_r=1
http://www.nytimes.com/2011/01/29/your-money/29money.html?_r=1
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