Monday, February 07, 2005

Once I've done the plan ...

10 Things Your Financial Planner Won't Tell You! From SmartMoney.com, article by Nkiru Asika Oluwasanmi

1. "I got this gig on a whim."

"The bulk of people who market themselves as financial advisers are salespeople," says the Consumer Federation of America's director of investor protection, Barbara Roper.

2. "I'm a jack of all trades and master of none."

6. "Once I've done the plan, I'm outta here..."

"many clients find that a once-attentive planner becomes increasingly elusive as time wears on."

8. "Confused? That's the point."

9. "In fact, I don't even understand your plan."

10. "Good luck busting me for malpractice."

Posted by Editor at 1:09 PM | | Comments

Wednesday, February 02, 2005

Corporate Robbers



Good illustration for one of my previous post: The Barons of Bankruptcy. Cartoon by Z. Kaffer (or maybe Zukaffer ... I am not sure. Let me check that so the man gets credit)

Posted by Editor at 9:46 PM | | Comments

Tuesday, February 01, 2005

Quick Update

Hi everyone,
I know I haven't been very regular this month. I wish I could make at least one post a day. But the last few weeks have been so stressful. Everything is happening now. Because it all has to happen now.
After work and J.O.B hunting, I don't have much time left. Fortunately, it seems things are getting better. I have several interviews scheduled over the next few days. Yaahooo!! Now I just have to work hard to turn them into job offers.
On top of that, I am working on a stock portfolio. Nothing too complicated. My investment style is GARP (Growth At a Reasonable Price). It is a multi-sector US+AUS portfolio. Right now I am runnig a few screens and checking different sectors that offer the desired risk-to-return ratio. I already have a test portfolio that I am testing in Excel. Next I'll have to come up with a proper benchmark.
Besides this I am trying to finish the Limping Bull Version 1.0 ! I can't tell yet when it will be ready to go. Maybe a few more weeks (at this pace :( .
I have plenty on my plate these days. But it is all going well. Slow and Safe.
I still have a few posts unfinished. I hope to get them done during my two days off. If I remember well, I still have to talk about the Dow Jones Islamic Index, the Sarbane-Oxley Act and IFRS (Pour le Meilleur + Pour le Pire).
I'd better get going now. See you in a few days. Until then take good care.

Posted by Editor at 10:25 PM | | Comments