MyMoneyMD.com - LLinks

The Seeking Alpha ETF Investing Guide

This guide, written by David Jackson, previously at Morgan Stanley, and now managing money plus the creature of Seeking Alpha, says this in the introduction to his guide: A significant part of this guide is devoted to investing for the wealthy. The brokerage industry seems to suggest that investing is a complex, specialized, time-consuming activity, and since most people aren't up to it they should hire a broker or financial advisor if they can afford to do so. But there are three mistakes with this viewpoint:

Brokers and financial advisors' interests are not always aligned with their clients', and the investments they select and the fees they charge can have a significant negative impact on a client's portfolio returns. If you're using a broker, you should read The 4 Criteria for Picking a Brokerage carefully.
The cost of investment advice is often much higher than many people realize. The analysis here of asset-based fees and separate accounts should be read by every wealthy investor.
Sound investing is not overly complex or time consuming. This guide translates widely accepted financial principles into straightforward, practical advice by showing that you can build and manage a diversified and sophisticated investment portfolio with ease. It outlines a clear framework for asset allocation, recommends which brokerage to use, suggests a portfolio, and shows you precisely how to rebalance the portfolio while minimizing taxes."

Women's Institute for a Secure Retirement

Help for Investors

Gives websites to check out your broker/investment advisor, report investment fraud/abuse and other investor help.

The Mommy MD Guide featuring Shirley M. Mueller

Reach MD Programs by Shirley M. Mueller

My response to "The Training of the Helpless Physician"

My Alumni Interview from medical school

Indianapolis Business Journal: Women, Wall Street and financial crises

Indianapolis Business Journal: Stock investing means navigating emotional mind fields

Articles on Evan Carmichael (scroll down)

Expert advice on Wise Up Women by Shirley M. Mueller (scroll down)

Linked in Connection