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Probably way more than three ways personal financial advisors can mislead clients. But the article I want to link mentions three, so we will start there.

I agree with two of the three, but you can come to your own conclusions.

Okay, so what are these evil secrets financial advisors use to hurt clients? 

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Target Date Funds

On 06/18/2012, in Investment Strategies, Mutual Funds, by Jordan Wilson

I keep seeing target date mutual funds pop up in my daily readings. Presumably that means they are a popular item  at the moment.

I can understand why target date funds might be popular with investors. However, they are not investments I would normally recommend to clients.

Here is why. 

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Life Cycle ETFs

On 12/15/2010, in Exchange Traded Funds, by Jordan Wilson

Today we will look at life cycle or target date funds.

In this post we will focus on exchange traded funds (ETFs). But be aware that there are also life cycle mutual funds.

Some technical differences between the two, but the fundamental principles are the same.

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