• RSS Coaching Investment Success

    • What do you pay your financial advisor for? January 12, 2012
      Advice.  That is the top answer I get when I ask this question. OK, but what kind of advice? My impression is that when you boil it all down investors hire financial ‘advisors’ (I include financial planners, CFPs, money managers, hedge fund managers, mutual funds managers, etc. in this category) for Timing and Selection advice. [...]
      John Choi
    • My Predictions for the Market this Year January 10, 2012
      Whenever I am talking with prospective clients most of them want a prediction of what will happen in the markets this year. My standard line used to be that the markets will go up and the markets will go down but that the long-term trend was always up. This year I have a more accurate [...]
      John Choi
    • Why You Should Never Diversify Your Portfolio November 21, 2011
      Based on the title of this post, most of people who know me will think I have flipped to the dark side of investing.  I assure you I have not. Please allow me to explain. Investors (and brokers alike) need to understand that there are two and only two investment philosophies. You need to choose [...]
      John Choi
    • The Truth About Greece September 21, 2011
      The Greek economy and in particular their debt crisis has been dominating the media as of late. Undoubtedly, this has led to increased investor uncertainty and perhaps even thoughts of market timing have entered their minds.  I hope today’s post will give you the calm and confidence you’ll need to stay the course and remain [...]
      John Choi
    • Don’t confuse Passive Investing returns with average returns. January 25, 2011
      “I can’t believe that the great mass of investors are going to be satisfied with just receiving average returns” –Edward C. Johnson, Fidelity Chairman, when asked about passive investing. Unfortunately Mr. Johnson’s comment echoes the sentiments of the typical broker or financial advisor. They believe that because passive invest […]
      John Choi

Brokers, Advisors and Coaches

Posted on March 5, 2010 by 306 Media

Here’s a great explanation from my money manager, Mark Matson, on the difference between brokers, advisors, and Investor Coaches…and why it is important to you. Watch this from 5:12-13:08.

more about "Brokers, Advisors and Coaches", posted with vodpod

Advertisement

Filed under: Uncategorized

« »

Leave a Reply

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

Gravatar
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 )

Cancel

Connecting to %s

Follow

Get every new post delivered to your Inbox.