Would You Trust Your Financial Planner Again?

Baby Boomers need to ask themselves if they would invest their money again with their fund manager or financial planner. In most cases your financial planner or fund manager has done a lousy job investing your money and protecting it from large losses. In additional many do not see that there is anything wrong in […]

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Are Your Retirement Fund Returns for 2008 as bad as this?

A friend of mine has emailed me his WRAP account Mutual Fund returns for 2008. My friend had all his retirement nest egg in a WRAP account until recently. It is one of the top fund mangers in Australia. When the market started going crazy in January he became very risk averse as he watched […]

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Separate Safe Investments from Risk-Based Investments

You need to separate your safe investments from your risk-based investments in retirement. This I learned from Greg Heiple of the Teeter Totter Principle. TTP is a simple method of helping you balance your safe investments like cash and fixed interest against your risk-based investments like equity mutual funds and stocks. Greg gives a very […]

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A Tale of a Baby Boomer’s Retirement Nest Egg

A Baby Boomer friend of mine has sent me his WRAP Account results through to June 2008. We both decided in November 2006 that we would hand our retirement nest eggs over to the “Professionals” so we could spend our time doing other things as we move into semi-retirement. Our retirement nest eggs were put […]

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