Tag Archives: investors

Financial Services Trick or Treat

A Trojan horse.  A wolf in sheep’s clothing.  Whether the former is referring to the Greek military ploy in the Trojan War or a computer virus and whether the latter is rightly linked to biblical passages or wrongly credited to … Continue reading

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DALBAR Review

The Hidden Cost of “Do-it-Yourself” Investing Tom Batterman, JD, CTFA The magazine headline blares, “TOP 10 MUTUAL FUNDS.” The television ad shouts about the new cell phone application or computer program you can use to manage your investments and trading. … Continue reading

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