Archive - June 13, 2017

1
Financial Planning Lessons from the Founding Fathers
2
Morgan Stanley Is A Terrible Choice

Financial Planning Lessons from the Founding Fathers

Money Lessons of America’s Founding Fathers offers the kind of financial information about our country’s early leaders that may have been missing from your history textbook. Whether you can relate to the Founding Fathers or not, you can learn from their financial planning practices (or lack thereof).

Alexander Hamilton is all the rage these days because of the hit musical about his life. It is true that he may not have been given the credit he deserved for the creativity he showed in building our nation’s financial structure but it is also true that he did better for the country …

Read More

Morgan Stanley Is A Terrible Choice

Recently Mason Braswell wrote an article entitled “Morgan Stanley Purges Vanguard Mutual Funds” which opens,

Morgan Stanley is slamming the door on selling Vanguard Group mutual funds, the latest attempt by a big brokerage firm to retaliate against the low-cost fund giant for refusing to pay for access to its salesforce.

The article goes on to say that Morgan Stanley requires other mutual fund companies to pay $250,000 to $850,000 annually for “shelf space.” This pay-to-play model of selecting a customer’s mutual fund options is so obviously not in the client’s best interest as to make it remarkable …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login