The most useful investment advice — other than to buy low, sell high — is to simply follow the money. Tracking consumer spending was essentially how legendary investor, Peter Lynch, was able to grow the Fidelity Magellan Fund from $18 million to $14 billion in 13 years. In fact, in his day, Lynch was known […]
The Digital Investing App that will Galvanize Retail Investors
While I can’t recall the exact date, I can remember the very spot where I was standing when, in early 2015, I received a call from my good friend and crowdfund pioneer, Sally Outlaw. I assumed that she was calling to discuss the latest State to promulgate crowdfunding legislation or perhaps to bounce off a […]
DOL Fiduciary Rule or Not – Why Brokerages will be Distancing Themselves from the Retail Retirement Market
The other day I published an article which drew attention to a battle I sense brewing in the retail retirement industry between the Brokerage IRA and the Trust Company IRA. Although no one is really paying much attention to it right now, I promise you that this race to launch a next-generation retail retirement product […]
The Battle to Launch a Next-Generation Retirement Product & Control $14 Trillion in Investment Direction
In the Fall of 2016, I penned an article entitled, “Modernizing the Self-direct IRA – The Trillion Dollar FinTech Opportunity” – the first in a new series of articles that focuses on next-generation retirement planning. The piece underscored how FinTech will mend America’s flawed retirement system and foster the growth of “digital” investing. This initial […]
How 2016 Reshaped Financial Services for Generations to Come
2016 will be etched in time as one of the most unpredictable and metamorphic years in our planet’s history. While every fragment of civilization will feel the effects of 2016, the year will leave an indelible imprint on financial services, global political landscapes and mass media for generations to come. The year began with the […]