Financial Advisor Spuds Powell focuses on preserving clients’ wealth; to do so he likes short-term bonds, master limited partnerships, and blue-chip stocks.
Tag: BARRON’S FINANCIAL ADVISOR
VIDEO: How to Invest in an Expensive Market
Financial Advisor Dick Burridge is finding attractive opportunities in foreign stocks, including Japanese micro caps, and avoiding bonds.
VIDEO: Does Your Financial Advisor Eat his Own Cooking?
David Lees, senior partner at myCIO Wealth, aligns his interests with his clients by putting his own savings into what he recommends.
VIDEO: Finding Values in MLPs and Mortgage Bonds
Financial Advisor Andy Berg is not finding many opportunities in stocks and government bonds, so he is looking elsewhere.
VIDEO: Control What You Can: Fees, Taxes, Risk
Merrill Lynch’s Peter Rohr explains how he uses ETFs to efficiently AND EFFECTIVELY MANAGE an asset allocation plan.