By Peter Mastrantuono A stop order is a contingent order that can be used to establish or exit an investment position. It can mitigate downside
Investing in the Internet of Things
By Thomas Kostigen The Internet of Things. It’s a broad term, innocuous even, but it’s the new, new thing of technology and investments are soaring
Cool Water….Investments
By John Drachman All day I've faced the barren waste. Without the taste of water... cool, water… Bob Nolan’s 1936 hit “Cool Water” tells the
The Tax Maneuver Used by Billionaires
By Lee Sherman What do Jeff Bezos, Elon Musk, and Warren Buffett have in common? While besides being among the world’s most wealthy men and
The Optimal Number of Mutual Funds in Your 401(k)
By Peter Mastrantuono Diversification is a good thing. Nevertheless, too much of a good thing can be bad. Owning too many mutual funds in your
How Investors Should Use Advisor Testimonials
By MyPerfectFinancialAdvisor Individual investors may begin to see something they have never seen before from financial advisors: testimonials from
Blending Professional Guidance with Digital Advice
By John Drachman After a year of sheltering-in-place from a safe social distance, many investors and advisors found themselves on new common ground
Conservatorships: Beyond Britney
By Lee Sherman Most people take for granted their ability to make financial decisions for themselves. But in the case of a conservatorship, a
The Best Way to Compensate Your Financial Advisor
By MyPerfectFinancialAdvisor Financial Advisors, like all service professionals, charge for their services. Similar to attorneys, CPA’s, Doctors,
