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.