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Target Date Retirement Funds Turned Upside Down
Target-date retirement funds are the money management industry’s answer to one-stop shopping. The name is self-explanatory: target-date...
Oct 8, 20122 min read
Why Aren’t You Getting The Returns and Portfolio Results You Want?
1. You Truly don’t have an investment strategy. Neither does your Broker…NOR DO THEY FOLLOW ONE! 2. Cut your losers short and let your...
Oct 8, 20121 min read
How To Avoid Becoming Wall Street Shark Bait
A recent article in The Washington Post listed the “Ten Inviolable Rules for Dealing with Wall Street”. The following excerpt is a must...
Sep 17, 20122 min read
Churn and Burn = Investors Lose
Accounts were churned. Clients lost money. It was just another day in the broker-dealer business. J.P. Turner is an independent...
Sep 17, 20121 min read
Non-traded REITs Fall Hard
Earlier this month, CNL Lifestyle Properties reported a sharp decline in share value, from $10 to $7.31. And last month Dividend Capital...
Aug 27, 20121 min read
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