The Investment Scientist

April Wealth Management Roundup

Posted on: April 16, 2011

Conflict of Interest

Goldman Sachs, Rating Agencies Blamed in Senate Crisis Probe by CNBC

Where to Find Financial Advice? Probably Not Your Brokerage Firm by Oblivious Investor

Asset Protection

Protecting 401(k)s, IRAs From Creditors by WSJ.com

Investing

10 Ways to Beat the Market by Nathan Hale of Money Watch

Variable Annuities Don’t Belong in Retirement Plans by Mel Lindauer of Bogleheads.org

5 Sexiest Things about Indexing by Allan Roth of Money Watch

Value of Full-Service Brokers? By CXO Advisory

What’s My Job? By DIY Investor.

2 Responses to "April Wealth Management Roundup"

Thanks for including me. Great list of articles – I marveled at the creativity of the Hale and Roth articles.

My pleasure. I agree.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Author

Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC. He is also a regular contributor to Morningstar Advisor and Physicians Practice. To explore a long-term wealth advisory relationship, schedule a discovery meeting (phone call) with him.



You may also get his monthly newsletter, or join his Facebook page for regular wealth management insights. Michael's email is info[at]mzcap.com.

Twitter: @mzhuang

Error: Twitter did not respond. Please wait a few minutes and refresh this page.

%d bloggers like this: