Week 8 : Review and Investment Rules of Thumb
Outline:
Investment Rules of Thumb – Peter Kote
Documents and Articles:
A Dying Banker Instructions – NYT 11-2010
Wirehouse broker-dealers still dwarf the more diverse galaxy of independent broker-dealers
Teaching Children about Values with Money WSJ 10-2010
MorningStar – Jonathon Clements
Merrill Lynch Clients Stay Despite Not Trusting the Firm
Goldman’s ‘punishment’ – Two weeks’ earnings
Bogle – ETFs great for trading – bad for investors
Defining Fiduciary
BofA cross selling plan costs Merrill veteran team
Barbara Roper of the Consumer Federation of America
Advisors struggle to keep their clients from irrational investing
A Formula for Longterm Happiness
9 Ways to Build Wealth in 2011
Indexing Works
Workshop Videos:
Part 1:
Part 2:
