Tag Archives: portfolio

Outsourcing Decisions to a Fiduciary ~ “Ask the Pro” Radio Broadcast

Rate this:

Image | Posted on by | Tagged , , , , , , , | Leave a comment

Presentation at WAMIC Manager’s Meeting

Friday, October 19th Tom Batterman, principal of Financial Fiduciaries, LLC., was a presenter at the WAMIC (Wisconsin Association of Mutual Insurance Companies) Manager’s Meeting in Medford, Wisconsin. He discussed “The 10 Tips for a Year End Portfolio Tune-Up” as a … Continue reading

Rate this:

Posted in Financial Category | Tagged , , , , , , , , , , , | Leave a comment

ANNUITIES

Why Annuities are the “Wizard of Oz” of Investments In these times of low-interest rates, many investors are tempted by purported “guaranteed” rates of return offered on some annuity products.  As annuities can be the “Wizard of Oz” of investments—“Look … Continue reading

Rate this:

Posted in Financial Category | Tagged , , , , , , , , , , , , , | Leave a comment

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

Rate this:

Posted in Financial Category | Tagged , , , , , , , , , , , , , | Leave a comment