by taaginc | May 24, 2017 | Behavioral Investing, Financial Planning
On Saturday, May 20th, HBO released its new film, The Wizard of Lies, which depicts the events leading up to and following the arrest of Bernie Madoff. While it does a reasonable job explaining how Madoff ran the largest Ponzi scheme in history, its core storyline is...
by taaginc | Jan 3, 2012 | Advisors
In my last blog I discussed the safety of investment custodians such as Fidelity and Schwab, after I received a concerned email from a client. After watching Jon Corzine, the former CEO of MF Global, trying to explain how $1.2 billion was missing from their clients’...
