Investments

Selecting a Financial Advisor

Selecting a Financial Advisor: Designations and Education That Matter (Interviewed Video)

In our previous blog/video we discussed the regulation (or lack thereof) of people who call themselves financial planners. That issue is intimately related to the lack of any formal requirement that financial planners have a designation or some other evidence that they have the education one would think is necessary to advise consumers competently. We …

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REITS in a Portfolio

3 Reasons to Hold REITS in a Portfolio (VIDEO) by Dr. Laura and Professor Steve

As part of our on-going series of educational videos, this week we briefly discuss Real Estate Investment Trusts (REIT’s) and why we think they are an important part of your portfolio: 1. Strong returns: Since the 1991, U.S. REITs have delivered an 11.1% annual return, outperforming broader stocks with an annual return of 10.5% and …

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