Why Investors Use Financial Planners

Do you have a financial planner? Does one of your friends have a financial planner? Maybe you take your advice from your broker. As I have said countless times before a broker will make you broker. And a financial planner won't do any better. I know. You thought they would.

Let's look at the real reason investors choose to take advice from these so called "experts". Once they get you into their office or sitting with you at the dining room table or kitchen table you are doomed. Mr. F.P. has come prepared with beautiful slick color brochures and will have a presentation that will utterly confuse, bedazzle and befuddle. You will sit there and be afraid to ask a question because you know it is so dumb. You can't say 'no' or you will be admitting how dumb you are. And he knows that.

It is not that he is a liar. (I hope.) It is that all financial planners and brokers are taught the Wall Street method of "making money". Unfortunately it doesn't work.

The basic things that have been pounded into their heads are false. Let's look at the big three: Do Research, Dollar Cost Average and Buy and Hold. There are others, but these you will hear from every broker and financial planner because that is what the big brokerage companies and mutual fund families want. They want your money and they want to keep it even when the stocks or funds you own go down. In fact, buy some more.

Research is like blowing in the wind. You will be inundated with green sheets, blue sheets, red sheets, slick full color glossies, videos, etc., etc. Think about this. If you can obtain this information then so can everyone else. Everything that is known about a particular stock is reflected in the last price. Morningstar will sell you a beautiful package about a company, but it is worthless. What you really want to know is will it go up after I buy it?

Of course, if it goes down you will be encouraged to buy more to average out your price so that when it heads up again you will make a fortune. Yes, and pigs can fly.

If it does go down your advisor may say to hold on as the market always comes back. He doesn't tell you it may take 20 years or that the company might go out of business. Buy and Hold is the greatest myth of Wall Street. No one ever tells you to sell. Have you been told you don't have a loss until you take it? Please!

You got that advisor because you have not admitted to your self that you cannot pull the trigger. When you have a stock or fund that is falling you don't want to sell. You have to take charge of your money. Just you.

When you look back at the performance of most financial planners from 2000 to 2003 you know you can do a better job. Always ask to see what they did then. If they lost money you don't want them. Don't let them compare their performance to the S&P500. That's smoke and mirrors.

You can do better. Just do it.

Al Thomas' book, "If It Doesn't Go Up, Don't Buy It!" has helped thousands of people make money and keep their profits with his simple 2-step method. Read the first chapter at http://www.mutualfundmagic.com and discover why he's the man that Wall Street does not want you to know.

Copyright 2005

In The News:

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Digging Deeper: Investors Keen on Range Resources Corporation (NYSE:RRC) as it Makes Headlines With Moves  The Coin GuildMajor market players are buzzing over Range Resources Corporation (NYSE:RRC) as their share price hit $10.38 at the end of the most recent trading session.
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Equity News: Investors Keen on Proto Labs, Inc. (NYSE:PRLB) as it Makes Waves With Moves  The Coin GuildMajor market players are buzzing over Proto Labs, Inc. (NYSE:PRLB) as their share price hit $109.51 at the end of the most recent trading session.
Equity Focus: Investors Taking a Second Look at Altair Engineering Inc. (NASDAQ:ALTR) After Recent Market Moves  The Coin GuildMajor market players are buzzing over Altair Engineering Inc. (NASDAQ:ALTR) as their share price hit $34.16 at the end of the most recent trading session.
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Trend News: Investors Keen on DocuSign Inc. (:DOCU) as it Makes Headlines With Moves  The Coin GuildMajor market players are buzzing over DocuSign Inc. (:DOCU) as their share price hit $53.33 at the end of the most recent trading session. Market capitalization ...
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Trend Watch: Investors Keen on Adaptimmune Therapeutics PLC (NASDAQ:ADAP) as it Makes Headlines With Moves  The Coin GuildMajor market players are buzzing over Adaptimmune Therapeutics PLC (NASDAQ:ADAP) as their share price hit $4.84 at the end of the most recent trading ...
Trend Update: Investors Keen on Prologis, Inc. (NYSE:PLD) as it Makes Headlines With Moves  The Coin GuildMajor market players are buzzing over Prologis, Inc. (NYSE:PLD) as their share price hit $70.85 at the end of the most recent trading session.
Shares Watch: Investors Keen on Newell Brands Inc. (NYSE:NWL) as it Makes Waves With Moves  The Coin GuildMajor market players are buzzing over Newell Brands Inc. (NYSE:NWL) as their share price hit $21.69 at the end of the most recent trading session.
Digging Deeper: Investors Keen on Invitation Home Inc. (:INVH) as it Makes Headlines With Moves  The Coin GuildMajor market players are buzzing over Invitation Home Inc. (:INVH) as their share price hit $22.75 at the end of the most recent trading session.
Keen Investors Taking a Closer Look at ManTech International Corporation (NASDAQ:MANT)  The Coin GuildMajor market players are buzzing over ManTech International Corporation (NASDAQ:MANT) as their share price hit $57.18 at the end of the most recent trading ...
Trend Focus: Investors Keen on Peabody Energy Corporation (NYSE:BTU) as it Makes Waves With Moves  The Coin GuildMajor market players are buzzing over Peabody Energy Corporation (NYSE:BTU) as their share price hit $30.86 at the end of the most recent trading session.
Trend Update: Investors Keen on Teladoc, Inc. (NYSE:TDOC) as it Makes Headlines With Moves  The Coin GuildMajor market players are buzzing over Teladoc, Inc. (NYSE:TDOC) as their share price hit $66.58 at the end of the most recent trading session.
Stock Review: Investors Keen on Catasys Inc. (OTCMKTS:CATS) as it Makes Headlines With Moves  The Coin GuildMajor market players are buzzing over Catasys Inc. (OTCMKTS:CATS) as their share price hit $11.96 at the end of the most recent trading session.
John Wiley & Sons, Inc. (:JW.A): Headlining Stock Attracting Attention  The Coin GuildMajor market players are buzzing over John Wiley & Sons, Inc. (:JW.A) as their share price hit $52.06 at the end of the most recent trading session.
Stock Review: Investors Keen on ChromaDex Corporation (:CDXC) as it Makes Waves With Moves  The Coin GuildMajor market players are buzzing over ChromaDex Corporation (:CDXC) as their share price hit $3.58 at the end of the most recent trading session.
Check out what top five mutual funds bought & sold during October selloff  Economic TimesNEW DELHI: Mutual funds stood resilient as industry's asset base increased to Rs 22.23 lakh crore in October in spite of a heavy correction in the domestic ...
This Marijuana Stock Just Made History (No, It's Not Canopy Growth)  Motley FoolAn off-the-radar company in cannabis took a huge step toward mainstream acceptance.
Stock Review: Investors Keen on Marcus Corporation (The) (NYSE:MCS) as it Makes Waves With Moves  The Coin GuildMajor market players are buzzing over Marcus Corporation (The) (NYSE:MCS) as their share price hit $40.64 at the end of the most recent trading session.
Fund managers ready to go shopping after sharp correction in stocks  Moneycontrol.comMutual funds that were holding around 8-10 percent cash level in their equity portfolio are likely to purchase shares of companies in banking and financial ...
When should you sell your mutual fund schemes? - Stocks and equity mutual funds are different  Economic TimesInvesting in an individual stock and equity mutual fund scheme is different. You must look at various parameters like key ratios while investing in a stock. Hence ...
Mutual funds may need smart bets on smallcap stocks to beat ETF show  Economic TimesSmallcap stocks could see up to ₹1 lakh cr inflow as fund managers look for potential winners: Analysts.

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