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EP 56: Financial Advice: The Good, The Bad, And The Ugly

EP 56: Financial Advice: The Good, The Bad, And The Ugly

The federal fiduciary rule has been a hot topic in recent months, first because of President Obama's decision to establish it. Now that President Trump has put the rule on hold to be reviewed, we're all talking about fiduciary advisors and regulations once more. I came across an excellent article recently, "What Your Financial Advisor Isn't Telling You," by Dr. Antoinette Schoar, and I knew I had to chat with her.  Antoinette is a professor of Entrepreneurial Finance at MIT, frequent contributor to the Journal of Finance, and part of the nonprofit ideas 42. In this interview, Dr. Schoar and I talk about the conversation with her mother and her mother's advisor that made Antoinette want to better understand the difference between fiduciary- and suitability-focused advisors. We also talk best investment strategies, including the benefits of index funds and how much stock you should own of the company that employs you.  You can find show notes and more information by clicking here: http:/

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