Tim McCarthy gives advice to advisors on what to do when the client is wrong. Managing expectations and keeping the clients happy is very important, but also motivating the client to continue to “trickle invest” despite the volatility in the markets. There is a very helpful diagram in the article as well: What to Do When the Client is Wrong.
Monthly Archives: May 2014
The Investing Diet: Six Tips For A Healthier Portfolio (Forbes)
Tim McCarthy gives advice about diversifying across different asset classes and different countries through an easy to understand approach. Approach investing like you approach eating healthy. http://www.forbes.com/sites/tmccarthy/2014/04/15/the-investing-diet-six-tips-for-a-healthier-portfolio/
How to Select Investments For Your Retirement Accounts (US News)
Tim McCarthy writes a well written article about selecting investments for retirement and gives specific examples on international investing, fixed income, REITS, stocks, and stock funds. http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/2014/04/25/how-to-select-investments-for-your-retirement-accounts
The Three Pockets Approach to Investing (AAII)
Tim McCarthy explains the best approach to construct a portfolio and diversify safely. http://www.aaii.com/journal/article/the-three-pockets-approach-to-investing
How to Guard Against a Wolf of Wallstreet (Forbes) (Next Avenue)
In this article, Tim McCarthy explains the ins and outs of wallstreet and how to avoid being a victim. The article first starts with how financial pros turn into wolves. Tim then discusses how to find a reputable broker or advisor. From Next Avenue: http://www.nextavenue.org/article/2014-04/how-guard-against-wolf-wall-street
This article was posted on Forbes: http://www.forbes.com/sites/nextavenue/2014/04/21/how-to-guard-against-a-wolf-of-wall-street/
Here is a nice tweet from Forbes regarding this article: https://twitter.com/Forbes/statuses/458430862716317696