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Things I’ve Learned From Investing Superstars

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by  Erik Conley

What gives these investing superstar investors their edge? What do Buffett, Soros, Lynch, and Dalio have in common?  All are great investors, even though their strategies differ. What they share the ability to ...

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The Fiduciary and Suitability Standards – Just Smokescreens?

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by  Erik Conley

There’s nothing like a set of letters after your name to create instant credibility It’s possible for an unethical adviser to hide behind a front of enforceable ethical rules by calling himself or ...

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How The Advice Industry Takes Advantage of Unsuspecting Investors

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by  Erik Conley

This is the first in a series that covers the dark side of the investment advice business. Before I begin my attack on the shady practices that are rampant in the advice industry, ...

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Why Beating The Market Is A Zero-Sum Game

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by  Erik Conley

Be honest. Is one of your investing goals beating the market? Join the club of 50 million like-minded investors who share the same goal. Beating the market is tough. Especially when you consider ...

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Here's What Advisers & Planners Are Doing About Shrinking Fees

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by  Erik Conley

In a June article titled “What to Do About Fee Compression” which was directed to advisers and planners, Wayne Badorf of Wells Fargo Asset Management offered some interesting ideas. “Last year, the average ...

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