sexta-feira, 18 de maio de 2018

How Much Money Do You Need to Be Wealthy in America?

Bloomberg, Suzanne Woolley, 15 May 2018

Interesting summary of Charles Schwab's survey on what being "rich" means in America.

quinta-feira, 19 de abril de 2018

Why Flat-Retainer Fees are Doomed to Fail

Advisor Perspectives, Sara Grillo, 23 March 2018

Review of the pro and cons or charging a flat fee for financial advise.

sexta-feira, 13 de abril de 2018

Crônica de um roubo anunciado

O Globo, Trevor Pavitt, 10 Avril 2018

Seu banqueiro está provavelmente ganhando muito mais do que você, em comissões e taxas ocultas, além de estar também faturando ao lhe aconselhar produtos de terceiros.

segunda-feira, 22 de janeiro de 2018

This is exactly what happens when you invest your money in a tracker fund

The telegrah, James Connington, 11 November 2017

There is a general assumption that, relative to stock picking, trackning an index is a simple task that can be run entirely by computers. But what exactly happens to your money when you put it into a tracker fund? This article explain why it is not as simple as you may think.

quinta-feira, 23 de novembro de 2017

The Sunk Cost Fallacy

Your are not so smart, David McRaney, 25 March 2011

How a potential loss affects our decisions more than a potential gain.

quarta-feira, 25 de outubro de 2017

terça-feira, 5 de setembro de 2017

Hot Stocks Can Make You Rich. But They Probably Won’t.

The New York Times, Jeff Sommer, 12 May 2017

Stock picking is a bit like buying a lottery ticket - this fact is shown by research.

quarta-feira, 30 de agosto de 2017

How the Wealthy Talk to Their Children About Money

The New York Times, Paul Sullivan , 19 May 2017

Talking to children about money they will inherit is not an easy subject. What are the solutions to help parents reach out to their children on this subject ?

segunda-feira, 3 de julho de 2017

Yes, Numbers Matter in Money Decisions, but So Do Emotions

The New York Times, Carl Ricgards, 8 May 2017

Often investors make decisions based on their emotions instead of looking at numbers only. This article also underline a simple fact: money is there to help you reach your goals and be happy, not to make more money.

sexta-feira, 12 de maio de 2017

How to Get a Straight Answer About Adviser Fees

The Wall Street Journal, Michael Wursthorn, 7 May 2017

If you can’t get a simple answer to the question “how much fee am I paying?” then you should change financial advisor.