1. Preet takes BMO to task for trying to add “ETF” to their index mutual fund names to cash in on the popularity of ETFs.
2. Money Smarts has another funny tenant from hell story.
3. Big Cajun Man is fretting about his huge cash outlays for his kids’ schooling.
4. Planning a trip to Europe? Million Dollar Journey has a list of 8 ways to save money in Europe.
5. Financial Highway explains that while a credit card can be for emergency purchases, it shouldn’t be an emergency fund.
Thanks for the mention, I am fretting, but dealing with it. Have a pleasant weekend.
ReplyDeleteThanks for the mention - have a great weekend!
ReplyDeleteDan's example of the advisor spending over 100 hours on a client who eventually moved is the exception to the rule. While I was working as an FA the most common case was client's being neglected by their FA's until they moved portfolios. Agree with CC that DSC may not be the best compensation method, at least there should be minimum client service requirements.
ReplyDeleteThanks for the link!