The Investment Scientist

Wealth Management Round Up: September 2012

Posted by: 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

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

1 | Ken Faulkenberry
September 25, 2012 at 7:15 pm

Thank you for the mention.

2 | DIY Investor
September 25, 2012 at 10:13 pm

Thanks for including my post.

3 | Ray @ Excess Return
September 26, 2012 at 3:11 pm

Thanks for including us!

4 | Michael Zhuang
September 26, 2012 at 3:19 pm

My pleasure. Keep on the good work.

5 | Michael Zhuang
September 26, 2012 at 3:19 pm

Bob, you should get together for coffee sometime.

6 | Michael Zhuang
September 26, 2012 at 3:20 pm

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

7 | Ken Faulkenberry
September 27, 2012 at 9:25 pm

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

8 | Roger Wohlner
September 28, 2012 at 8:28 pm

Thanks for including me.

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Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC.

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