Byron Moore, CFP® and Mike Jones

Wisdom on Wealth

Investing Truth No. 1: Good investing really starts the day you are born

By Mike Jones, posted August 15th, 2013

Most people think of investing as a personal activity that directly impacts their individual future.  However, most of what we are taught is really only applicable to investors en masse, i.e. the market-at-large, and over large periods of time.  Over the next several months I will share 10 points that I believe every investor should know prior to committing funds to any investment program.

Everyone's experience with investing will be unique. And, for better or worse, how well you do with your investments will be largely determined by your birthday.

Are you working with an advisor or a salesman?

By Byron Moore, posted August 15th, 2013

Question: I get zero attention from my broker.  I know my account is not his biggest, but I always have to call him to suggest changes, and that's if I can get him on the phone.  Isn't he supposed to be advising me, not the other way around?

Answer: Actually, no. That's not his job.

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