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Week 8 : Review and Investment Rules of Thumb

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OUTLINE:

Investment Rules of Thumb – Peter Kote

DOCUMENTS AND ARTICLES:

Put Buffett’s Advice Into Action With These Two ETFs
Good Advice
When to Tell Clients to Spend Their Money Already
No More Drama – How To Talk To Your Family About Money
Keep Clients Focused on the Big Financial Picture
Risk Tolerance and Decision Making
7 common myths that can ruin your retirement
Kotlikoff – Social Security’s Rules Ripping Off Recipients
The Trouble With Disclosure – It Doesn’t Work
Kahneman – Clients Driven by Losses, Not Gains
Daniel Kahneman’s top advice – Don’t churn accounts
12 Money Mistakes Almost Everyone Makes
Stop Checking Your Retirement Portfolio So Often – Columbia Study
Misguided money ideas I keep hearing
5 blind spots in your retirement plan
Champion the fiduciary standard
Robo-Advisors Are Taking Off – 3 Reasons
When History and Finance Go Wrong
3 ways emotions can sabotage your finances
10 Commandments of Investor Behavior
Dude – Where’s My Frontal Cortex
12 rules that govern all investor behavior
Older investors turn to the web to manage assets
Test how much you know about Social Security
‘Home Sweet Anywhere’: Why these retirees traded their home for life around the world
Boomers’ Biggest Retirement Regrets
3 Behavioral Mistakes in Retirement
DFA Beats Bogle, Grantham-They All Beat Buffett
7 Dirty Words for RIAs to Avoid
Jack Bogle’s 6 books that every investor must read
Evensky’s 10 Tips for Retirement Success
Time to Retire the Idea of Retirement
12 Money Mistakes Almost Everyone Makes
Why Stock Investors Freak Out
5 of the Biggest Money Mistakes Retirees Make
8 Really Bad Investments That Lost a Bundle
Pardon the disruption – Online advice a growing threat
Brokers slammed in PBS documentary

Five Really Dumb Money Moves You’ve Got to Avoid
New Push for 529s
Double Think – Getting Past the Conflict in Your Clients’ Two Brains
Lies We Tell Ourselves About Retirement
Investing – Money Plus (Lots of) Time Equals Excitement
Financial Advice from Your Friends
Sentimental Fools – Pity the Poor Mutual Fund Investor
5 Bad Money Decisions You’ve Made, But Might Not Admit It
Is Your Glass Half Empty or Half Full
50 Ways to Improve Your Finances in 2012
A Formula for Long term Happiness
A Written Plan Can Help Your Portfolio (Investment Policy Statement)
BofA cross selling plan costs Merrill veteran team
Defining Fiduciary
Financial Safeguards Needed as Senior Divorces Soar
Goodbye, Family Fortune
Keep It Simple, Says Yale’s Top Investor
MetLife to pay $500M to settle death benefit probe
More Than 90% of Boomers Help Adult Children With Money
Movie Review – INSIDE JOB
Priceless quotes from Warren Buffett
SEC beware, money-market funds can bring system down
Time to shut down Finra’s arbitration panels
The Upside of Irrationality
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
Barbara Roper of the Consumer Federation of America
Advisors struggle to keep their clients from irrational investing
9 Ways to Build Wealth in 2011
Indexing Works

WORKSHOP VIDEOS:

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Part 2:

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