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The Smarter Investor

December 2011


How Is Your Financial Adviser Paid?

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Many clients do not understand how their financial adviser is paid. The three basic compensation models are:

Commissions. The adviser is compensated for the sale of investments, insurance, and other financial products. Compensation is paid by the firm that provides the financial product, usually a ...

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TAGS:
investing
mutual funds

Should You Use Currencies to Diversify?

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Whether it’s the ancient Greeks quipping about moderation in all things or a mom telling her kids to eat their vegetables and not just Otter Pops, diversification in life is broadly understood to be a wise principle. It’s especially true when it comes to investing. Asset allocation is often cited ...

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investing
mutual funds

5 Year-End Financial Planning Moves

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With the end of the year approaching, here are some financial planning moves for you to consider. Some need to be done by year-end to impact your 2011 taxes. Others constitute areas that should be reviewed periodically, and year-end is always a good time to get your financial house in order as we ...

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TAGS:
investing
mutual funds

A Great Investing TIP

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U.S. investors seem fixated on the S&P 500 and the Dow, as if they’re the only indicators that matter, when discussing the stock market. “Oh boy, the Dow was down over 300 today!” is a common refrain. But investing is not a one-horse race; there are many other asset classes that are of interest. In ...

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TAGS:
investing
mutual funds