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Incentive

  • October 26, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Fees

Ever wonder why financial salespeople push certain products? According to economist Steven Levitt, incentives are the cornerstone of modern life. The broker pushes certain mutual funds because she makes a tidy 5% sales commission if you take her advice. The insurance man loves annuities because he can pocket an astounding 10% commission on each one he sells.

Incentives


The Thundering Herd Cometh in 2011?

  • October 25, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Market Outlook

Though we largely advise our clients to avoid market timing, the rest of herd may be returning to the market soon…”In 2011, strategists expect the stock market to notch double-digit gains and recommend investors boost allocations to ride the wave”

For Many Market Strategists, Equities Are Top Dog Againhttp://finance.yahoo.comAsset allocation strategists haven’t had an easy time in recent years. They’ve grappled with deflation, recession, plummeting U.S. stock markets and surging foreign economies. And for awhile they dished out bigger weightings to defensive plays-bonds, cash and commodities.

Pumping Credentials?

  • October 20, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Seeking Prudent Advice

Be careful if someone approaches you touting their financial expertise based on some fancy initials after their name. Regulators report an uptick in financial advisers using dubious designations to court older, wealthier clients in an effort to sell high-fee investments that aren’t appropriate.

Is Your Adviser Pumping Up His Credentials? - WSJ.com 

Is Your Adviser Pumping Up His Credentials?http://online.wsj.comIncreasingly, say regulators, financial advisers are using these dubious designations as marketing tools to win the trust of older, wealthier clients, in hopes of selling high-fee investments that aren’t appropriate for them.

Banks Taking the Upside but Not the Downside

  • October 18, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Seeking Prudent Advice

“Today giant banks not only create and sell investment products, but also bet on those products, and sometimes against them putting bank’s interests at odds with those of their customers.”

http://www.nytimes.com/2010/10/18/business/18advantage.html


401(k) – Too Much of a Good Thing?

  • October 11, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : 401(k), Retirement

Investing too much in your company’s stock? A Hewitt survey reveals that when company stock is a 401k option, people hold an average of 21% of company stock. This allocation is too large given that many experts recommend that company stock should be <10% of your portfolio (think Enron and Lehman Brothers).


CHiPs vs. SEC

  • October 8, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Seeking Prudent Advice

Now this is disappointing news. The do-gooder from CHiPs is taken down by a FBI+SEC sting. At least take a moment to click on the link and relive better times from the good old days.

Jon From CHiPs Charged with Securities Fraudhttp://gawker.comLarry Wilcox — better known as Ponch’s sidekick Jon from the 70’s-80’s cop show CHiPs — was caught in a sting operation by FBI agents and the Securities and Exchange Commission allegedly seeking kickbacks in exchange for penny-stock manipulation…

NorthStar Surges in September

  • October 6, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : NorthStar, Performance

NorthStar Equity Portfolio surged 20% in September and continues to outperform the S&P 500 over multiple time periods. We are passionate about supporting our clients through our unwavering commitment to disciplined and quantitative investing.

NorthStar vs. S&P 500

(Past performance is not an indication of future results. Please see performance disclosures at https://nstarcapital.com/performance)


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We are a fee-only, independent fiduciary advisor. Our allegiance rests solely with our clients and their best interests. We are headquartered in Charlotte, North Carolina and serve client families across the nation.



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  • 521 East Blvd, Charlotte, NC 28203
    (by appointment only)
  • fax: (704) 626-3462
FROM OUR BLOG
  • The patience premium: What market history teaches us May 1,2025
  • What's next for markets and the economy? April 1,2025
  • Navigating Financial Uncertainty Amid Federal Layoffs March 3,2025
Nothing on this website constitutes either the provision of investment advice or solicitation to provide investment advice.
Investment advice can only be provided through a formal investment advisory relationship.