MONEY matters

Mark Zaifman's thoughts on money, global economic trends and politics
Why You Should Develop a Trusting Relationship with a Financial Advisor Before Retirement
Mark Zaifman   |    Mon, Feb 24, 2020 @ 11:56 AM

As I write this blog on Monday, February 24, 2020, the Dow is down about 900 points at mid-morning. Most analysts are pointing to the recent outbreak of the coronavirus in Italy and South Korea as spooking the markets, since this could set off a global economic slowdown. We shall see.

Think You Can Outsmart the Stock Market When You Retire?
Mark Zaifman   |    Wed, Nov 30, 2016 @ 03:15 PM

Last week, a good friend asked me if I would look over the retirement plan his financial planner had just completed. Let’s call my friend, Steve.

And for the record, if I may digress, I’ve discovered the hard way that maintaining and keeping long-term friendships intact when your occupation is financial advisor, means making sure your friends understand why recommending they work with an independent advisor who is not their friend, yet puts their best interests first. Sounds easy, yes? Not so much. On to Steve’s story...


5 Questions You Should Ask Your Financial Advisor
Mark Zaifman   |    Thu, Nov 14, 2013 @ 09:01 AM

The following definition of ‘fiduciary’ is taken from the Center for Fiduciary Studies, fi360 website:

Read More