The Financial Coach reveals in this coaching session how just like the mutual funds industry (which began as a good thing) has become polluted and corrupt, the industry (financial salespeople and firms) are now moving to corrupt index fund investing and Exchange Traded Fund investing (Passive Approaches to investing) by taking the truth and mixing [...]

Simply amazing is all I have to say! Citi broker ‘transforms’ a 10 million dollar block of business that previous rep had only ‘produced’ (code word in industry for commissions) $250,000 but this broker took it over and ‘produced’ $800,000 off of the same block of business. This is good for consumers?  Check out the [...]

The millions spent on advertising and JD Power Awards for customer service ignore the facts–Edward Jones is just like any other brokerage firm that sucks the money right out of investors portfolios.  While targeting smaller accounts (typically assets of $500,000 or less) Edward Jones attempts to build a loyal following by having an office on [...]