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Phil Andrews

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The Moneyball effect on investment decisions

Posted by Phil Andrews on Sep 9, 2016 8:03:13 AM

Have you ever wondered why so many products have an absurd “sticker price” that nobody ever pays? It turns out that even when you know these are meaningless, they can be effective anyway.

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Topics: advice, behavioral finance, economics, Business Insights, All, Uncategorized, Saving for Retirement

Any fiduciaries in the house?

Posted by Phil Andrews on Jul 1, 2016 11:00:39 AM

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Last time, we shared some news about a new rule that will require more of the people who offer investment advice to be fiduciaries. That means they’re legally bound to act in your best interest, without commissions, kickbacks, or any kind of ethical and financial conflict. Which is great, until you ask “wait, you mean they aren’t all required to already?”

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Topics: best interest, fiduciary, fiduciary rule, investment advice, registered investment advisor, RIA, General Finance, Near or in Retirement, All, Saving for Retirement

Who's got your back?

Posted by Phil Andrews on Jun 24, 2016 11:11:59 AM

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When someone gives you advice about retirement money, who exactly are they working for?

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Topics: department of labor, DoL, fiduciary, fiduciary advisor, fiduciary rule, financial advice, financial advisor, retirement investing, Near or in Retirement, All, Saving for Retirement

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