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Good investing is boring investing: A Lesson

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  • Good investing is boring investing: A Lesson

    In case you haven't heard of the fall of Aequitas, this is a case study in what not to do if you're an investment advisor. Yikes, I feel for Mr. Bean but WTH WAS HE THINKING? I'm sure we have some OR participants - is this news where you live?
    My passion is protecting clients and others from predatory and ignorant advisors 270-247-6087 for CPA clients (we are Flat Fee for both CPA & Fee-Only Financial Planning)
    Johanna Fox, CPA, CFP is affiliated with Wrenne Financial for financial planning clients

  • #2
    WCICON24 EarlyBird
    Very, very said.  But again, if it sounds too good to be true, it almost assuredly is.  Although 8% to 12% are not astronomical returns, if proper risk iss assigned, no low risk investment has a return like that and certainly not appropriate for many of the people now getting caught up it.
    Yet those who wait for the LORD Will gain new strength; They will mount up with wings like eagles, They will run and not get tired, They will walk and not become weary. -- Isaiah 40:31