The majority of financial professionals don’t have to supply you with recommendations that are in your best interest. Instead, they’re held to what’s called “the suitability standard,” which requires that he or she make recommendations that are suitable based on your...
A year ago, this week’s MoneyDo began with these words: “Now more than ever, it’s critical that you know where you can get a copy of your credit report and what’s on it.” At the time, we were discussing the Equifax data breach, which affected the data of approximately...
Inside: Featured: Why Freeze Your Credit? | Poll Recap: Are You Selling Your Home? | MoneyDo: Know What You Own | Ponzi Schemes Are Still Kicking | Tilray | In Case You Missed It: What’s Your Advice On Moving After Retirement? | DYADT: Does Your Advisor Use...
DYADT: Does Your Advisor Use Monte Carlo Simulations? Does your advisor use Monte Carlo simulations? If so, are the options you’re given limited to the products you’re being sold? Long ago, at a classified laboratory called Los Alamos, scientists were involved in...
Poll Recap: Are You Selling Your Home? Last week’s Axiom poll about buying and selling homes attracted one of our most demographically diverse audiences, with a good range of entrants from all age groups. Regardless of age, our readers tend to be a bit more savvy than...
