The Investment Scientist

Wealth Management Round Up: September 2012

Posted on: September 25, 2012

Here is a selection of the best wealth management articles around the web for September:

5 reasons your portfolio is too complicated, by Kyle Bumpus

Why analysts are scratching their heads over QE3, by Robert Wasilewski

Under the radar bill could benefit fiduciary rule making, by FI360

Is rebalancing market timing?, by Mike Piper

Choosing a mutual fund – Avoid these 6 mistakes, by Roger Wohlner

Fidelity’s new retirement saving guidelines, by Barbara Friedberg

Can I consistently outperform the market? by Ken Faulkenberry

Dividend reinvestment plans (RIPS) and their benefits, by Dave Scott

Questions to ask when picking a financial advisor, by Carl Richards

Get my white paper: The Informed Investor: 5 Key Concepts for Financial Success.

8 Responses to "Wealth Management Round Up: September 2012"

Thank you for the mention.

Thanks for including my post.

Thanks for including us!

My pleasure. Keep on the good work.

Bob, you should get together for coffee sometime.

My pleasure Ken. Are you on Google+ also? we should hang out.

AAAMP Blog Google Plus Page http://tinyurl.com/g-aaamp
Ken Faulkenberry Google Plus: http://tinyurl.com/gplusaaamp

Thanks for including me.

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: