Goldstein on Gelt

Are the Markets Broken? Can We Make Investing More Humane?


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There’s more to financial advising than making a client money. How can a financial advisor make the markets more humane? Mihir Desai, professor of finance at Harvard and author of The Wisdom of Finance: Discovering Humanity in the World of Risk and Return wants to demystify financial markets and make them friendlier. He warns the audience that the financial system is broken, and proposes a fix: change how investors and financial advisors view the financial world. He also describes why many people avoid the financial sphere and suggests a less intimidating financial advising approach. The easy way to invest around the world America has some strict policies regarding overseas investments. But, having a global portfolio can be a smart financial strategy. Doug created a list of investment choices you can use to build a more diversified portfolio. Learn about these choices by a PDF, The Easy Way to Invest Around the World. Free Download: The Easy Way to Invest Around the World To dig a little deeper into this subject of international investing, watch a video about the multi-currency lifestyle as well as, Separately Managed Accounts. Lastly, if you want some more information about offshore mutual funds, then listen to a previous episode of the Goldstein on Gelt show called Should You Own Traditional Real Estate or REITs? To learn more about Mihir Desai read his book The Wisdom of Finance: Discovering Humanity in the World of Risk and Return or visit his website www.mihirdesai.org. To learn more about Roger Whitney and his 5-minute retirement plan, go to rogerwhitney.com/5minuteretirementmakeover. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
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Goldstein on GeltBy Douglas Goldstein | CFP® | Profile Investment Services

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