by Todd Moerman | Aug 5, 2014 | Wiser
Wall Street needs your money! They want to keep your money in motion, they want you to trade, they want you to use their layers and layers of services. Wall Street wants you to have as many middlemen in the process as humanly possible. Each of these middlemen takes... 
by Todd Moerman | Jul 24, 2014 | Wiser
Who Routinely Trounces the Stock Market? Try 2 out of 2,862 Funds! Many investors and advisors use active management (stock picking) to try to beat the market. After fees, expenses, trading costs and taxes, active managers typically don’t beat their... by Todd Moerman | Jul 17, 2014 | Doctor/ Dentist, Retired, Working
We have gone over 33 months without a 10% correction in the stock market. At some point we are bound to have a correction. It is normal and you should welcome it as part of your investing journey. Think of it as “stocks on sale” and a chance for you to... 
by Todd Moerman | Apr 10, 2014 | Doctor/ Dentist, Retired, Working
Find Out Now if Your Financial Strategy is Working! Many investors I meet think they are doing OK. The truth is, they really don’t know how to analyze their portfolio or compare their actual results against a proper benchmark. They gauge their assessment on gut feel... 
by Todd Moerman | Mar 7, 2014 | Wiser
This should be the foundation of your investing relationship! Watch this shocking PBS video. You will see how big banks and Wall Street firms may ruin your retirement… Go to 16:30 to see the footage about why you need a fiduciary! If you invest with any of the...
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