by taaginc | Jan 29, 2014 | Behavioral Investing, Investment Management
(from Joe Light’s Your Money column in the Wall Street Journal dated 1/24/2014. Click here for the original post. Joe writes about investing and personal finance for the Wall Street Journal, specializing in mutual funds, brokerages and other investing topics. ...
by taaginc | Apr 30, 2013 | Investment Management
A bank teller told a client he should put his maturing CD in an investment that would provide a 4% guaranteed return instead of the .25% CD rate the bank was offering. Another client submitted paperwork to start receiving income from a maturing annuity and was...