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The Big Investment Lie

Part II: How Little You Get 71. 6. Why Investment Professionals Can't Predict Markets 73. 7. The Abject Failure of Professional Advisors and. Managers 87. 8. The Market Can Turn on a Dime 105. 9. The Claims of Money Managers: “ Smoking Our Brand. Prevents Cancer” 115. 10. Idle, Greedy Hands and Too Much Data Do ...

The_Big_Investment_Lie_EXCERPT.pdf

SEC Saving and Investing

While money doesn't grow on trees, it can grow when you save and invest wisely. Knowing how to secure your financial well-being is one of the most important things you'll ever need in life. You don't have to be a genius to do it. You just need to know a few basics, form a plan, and be ready to stick to it. No matter how much ...

sec-guide-to-savings-and-investing.pdf

DEFINING THE TRUE VALUE OF A FINANCIAL ADVISOR

experience has pointed out the need for financial advisors to better articulate their value beyond investment ... The biggest benefit may well be that ... partners with you on your financial future, a key by-product of a continuing relationship is that they get to know you. In fact, a good advisor will spend up to 75 percent of their ...

final_value-of-a-financial-advisor-ret0517071.pdf

VALIC | The Variable Annuity Life Insurance Company

We all want a future that's worth looking forward to. Helping people achieve their goals is what VALIC is all about. We call it being FutureFIT® — which stands for Freedom. Individually Tailored®. FutureFIT is all about owning your future — living tomorrow the way you choose — and enjoying life the way you want.

Monthly Budget Worksheet.pdf

Live the life you want by getting the right financial advice

With the right advice, you can change your financial future and shape your life the way you want it to be. Whether you're saving for your first home, nearing retirement or just protecting yourself and your family from the unknown, good advice now can make a big difference – the difference between living the life you want ...

live-the-life-you-want-by-getting-the-right-financial-advice.pdf

1 Chapter 10 CHOOSING THE EXECUTOR OR TRUSTEE One of

Sounds like a lot of work, doesn't it? .... executor may have to hire an investment advisor, particularly if the value of the estate has changed ... executor and the trustee or successor trustee (see below). If you don't want to do this, discuss with your lawyer your reasons. After hearing about the difficulties splitting these jobs ...

chapter_10.authcheckdam.pdf

CALM, COOL AND INVESTED

Staying on track to live the life you want ... Does not represent the performance of any MFS fund, which would vary according to the rise and the fall of the markets. ... This may be the most important decision you'll make about your investments. Based on your overall comfort level with risk, your financial advisor can help.

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Quality Life Planning™

This book is for educational purpose only and does not provide legal, tax, or investment advice. Readers should consult their own advisor for their personal situation. Any laws ... contributed to content, wording, and organization: Thank you for taking the time to invest your .... teach you everything you need to know. But even ...

Quality-Life-Plan-ebook2015.pdf

Financial planning for the next generation: What they want and what

Security analysis. I often see advisors running retirement cash flow projections for clients who are in their 30s. There's no reason for that at this stage. And the investment process—which I'll address later as a streamlining opportunity— doesn't need to be as time- intensive for younger investors. Even if you're a big believer in ...

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Winner's Handbook

If you plan to invest your money, do it wisely. You may consider the services of a qualified investment planner. Again, interview at least three and select ... be a wonderful experience as you suddenly find yourself presented with new opportunities and the financial resources to live the life of your dreams. To help in this ...

winnershandbook_english9-13_sjk_02.pdf

The Value of Financial Clarity

investment portfolio. Typically, they know the basics about investing, but as life events like retirement, an inheritance, or large expenses draw closer, they want to ... When you are on the financial market roller coaster, you want to know that when your portfolio seems to be ... per year to live in the type of community I want.

value-of-financial-clarity.pdf

Winner's Handbook

So what happens next? Winning a large Lottery prize can be a wonderful experience as you suddenly find yourself presented with new opportunities and the financial resources to live the life of your dreams. To help in this transition, here are answers to some of the questions that Lottery winners frequently ask.

Winners Handbook 2016.pdf

Investment Review

his/her own financial advisor, accountant, investment advisor, lawyer or other professional advisers and discuss the .... you in your forties. Like all big projects, we recommend breaking this punch list into parts and tackling one every few months or so. While retirement planning is the .... know whether you need to make some.

175121 CU 14-1775 Invest-Review Cvr,175121 CU 14-1775 Invest-Review_LowRes.pdf

INVESTING FOR YOUR FINANCIAL FUTURE

looks like, having the financial freedom to live it on your own terms ... Both are goals that could affect how you live your life today and plan your financial future. Over time ... I qualify for? Be sure to discuss your answers with your financial advisor, so you can start incorporating your life's plans into your overall financial plan.

Investing For Your Financial Future.pdf

ANNUITIES VS CD'S

As adverse market conditions force more investors into seeking alternatives that will provide more stability and certainty to their retirement portfolios, annuities have, once again, moved to the forefront of the investment landscape. Annuity sales topped $200 billion for the first time in 2011, and are expected to grow by double ...

annuity-vs-cd-1.pdf

Saving Fitness A Guide to Your Money and Your Financial Future

SAVINGS FITNESS: A GUIDE TO YOUR MONEY AND YOUR FINANCIAL FUTURE. 1. Most of us know it is smart to save money for those big-ticket items we really want to buy – a new television or car or home. Yet you may not realize that probably the most expensive thing you will ever buy in your lifetime is your ...

savings-fitness.pdf

A HIGHER STANDARD FOR HIGH NET-WORTH CLIENTS

the big winner and which will miss the mark. An FA cannot know exactly which innovation will need to be embraced and which will be a momentary idea that never fully ... arrival of the robo-advisor: web-based services that provide access to investments, portfolio management and other forms of banking and financial advice.

Higher-Standard-for-High-Net-Worth-Clients-Execution-Guide.pdf

Financial decisions at retirement booklet

want. Use the budget planner to take stock of your present and future spending. The retirement planner estimates the income you are likely to get from your super and the ... This booklet does not cover property or other investments held outside ... Consider how long you want your money to last, you may live much longer.

financial-decisions-at-retirement.pdf

Female Investors and Financial Advisors

Advisors. 7. How confident are you in your investing skills? Very confident. Somewhat confident. Not very confident. Not at all confident. 27. 49. 19. 5. Investors. % ... one reason female investors do not use a financial advisor? ▫ For what reason do you not use a financial advisor? No need: I can manage my own investments.

Assessing_the_Landscape_Female_Investors_and_Financial_Advice.pdf

HANDLING A DIVORCE

to your assets? Where will you live? How will this affect your children? Will your post-divorce income be enough? How will the divorce impact your financial future ? ... We're available to work with you and your team of professional advisors to help you protect your interests before, during and after the divorce. And know we' ll.

divorce_prep_final.pdf?la=en