A column in the current edition of the Insurance Journal brings up the issue of coaching, albeit within the parameters of insurance versus investment advising.
The author is a long-time coach, author, and keynote speaker, outgrowth of a highly successful career as an insurance advisor and executive manager. His view is that coaching advice for insurance agents and insurance-based financial advisors needs to differ from that offered to investment advisors. In practice, many of the former group are exposed to coaching designed for the latter. (more…)
Maybe an ETF
As a category of options for individual investors, ETFs have become increasingly popular since the dawning of the new millennium.
An ETF, or Exchange Traded Fund, offers opportunity to be exposed to a vast array of segments of the marketplace, including uncommon and emerging. Part of their flashy appeal comes from availability at relatively minimal cost, i.e. management fees.
There is greater transparency than with traditional mutual funds, concerning both fees and underlying holdings. (more…)
Art of Communication, Financial commentary, Humour, Lifestyle & Travel, Top 10, Uncategorized