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. Read the rest of this entry »
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. Read the rest of this entry »
In less than one week another of those often pressure-packed, gift giving days arrives: February 14th, AKA Valentine’s Day.
I can recall as a child in elementary school filling out sweet and simple cards to be given to classmates. Starting even at such a young age, the message sinks in: this is a day to try to treat at least one other person in a special way. Of course, as one gets older, effort and expense become more integral parts of the equation. Read the rest of this entry »
Recently I received negative feedback from a close relative concerning my alleged tendency to use elaborate, perhaps obscure, words where simpler words would do.
I was taken aback: I have long felt the richness of the English language is greatly underutilized. Indeed, many writers, such as detective story master Ellery Queen, have often dropped in uncommon diction. I have deemed this as opportunity to expand my vocabulary. Read the rest of this entry »
I’ve written quite a wide number of blogs.
I’ve also recently finished the last draft of my first book. (I did craft a full length screenplay years ago. Perhaps deservedly, it’s sitting in a file drawer; a worthy effort, but some re-work from exhibiting film-worthy credentials.)
While it is probably obvious that there are meaningful differences in the approach and execution of the short, to-the-point, blog versus the wide, hopefully well-structured arc, of the full-length story, these are not all necessarily obvious. Read the rest of this entry »