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campaignforinvestors.org

Welcome to the Campaign for Investors

The Campaign for Investors believes most investors can benefit from trusted investment and financial advice from an advisor who is objective and competent. The challenge is to find one and that’s what this campaign is all about. The Campaign for Investors believes you deserve a financial advisor you can trust. WHY A CAMPAIGN FOR INVESTORS … Continue reading Welcome to the Campaign For Investors →

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The Campaign for Investors believes most investors can benefit from trusted investment and financial advice from an advisor who is objective and competent. The challenge is to find one and that’s what this campaign is all about. The Campaign for Investors believes you deserve a financial advisor you can trust. WHY A CAMPAIGN FOR INVESTORS &hellip; Continue reading Welcome to the Campaign For Investors &rarr;
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Welcome to the Campaign for Investors | campaignforinvestors.org Reviews

https://campaignforinvestors.org

The Campaign for Investors believes most investors can benefit from trusted investment and financial advice from an advisor who is objective and competent. The challenge is to find one and that’s what this campaign is all about. The Campaign for Investors believes you deserve a financial advisor you can trust. WHY A CAMPAIGN FOR INVESTORS &hellip; Continue reading Welcome to the Campaign For Investors &rarr;

INTERNAL PAGES

campaignforinvestors.org campaignforinvestors.org
1

Does your financial advisor put your interests first?

http://www.campaignforinvestors.org/does-my-financial-advisor-put-my-interests-first

Investor Bill of Rights. Does my Financial Advisor put my interests first? Frasl; ⁄ Does my Financial Advisor put my interests first? Learn if your financial advisor is working FOR YOU. My advisor acknowledges that she/he is a fiduciary financial advisor at all times. My advisor puts our agreement and lists her/his services in writing. My advisor makes recommendations based on an investment plan crafted after carefully reviewing my financial situation, personal circumstances and my goals. 8220;A low-cost...

2

Tell Your Story - Campaign For Investors

http://www.campaignforinvestors.org/tell-your-story

Investor Bill of Rights. Frasl; ⁄ Tell Your Story. Share your story about your experience with your financial advisor. Other investors can benefit from learning about your experiences with a financial advisor, whether positive or negative. Because others are likely to read your story, try to keep it to a few paragraphs rather than several pages. To protect you from liability, regardless of how you may feel, do not mention the broker or advisor’s name (use the advisor or my broker ). In addition to these ...

3

Endorsements - Campaign For Investors

http://www.campaignforinvestors.org/endorsements

Investor Bill of Rights. Frasl; ⁄ Endorsements. Organizations and individuals who endorse the efforts of the Campaign for Investors. Campaign Spokesperson, Jane Bryant Quinn. Jane Bryant Quinn is an American financial journalist. She is one of the nation’s leading commentators on personal finance. Read Ms. Quinn’s full statement here. Vanguard Founder John C. Bogle. Institute for the Fiduciary Standard Advisor. May 24 Keynote Address launching Campaign for Investors. We are on the right side of history.

4

The Investor's Bill of Rights

http://www.campaignforinvestors.org/investor-bill-of-rights

Investor Bill of Rights. Investor Bill of Rights. Frasl; ⁄ Investor Bill of Rights. Download a PDF version. Life is filled with choices and unexpected events that have major financial implications. This is why understanding personal finance and how a financial advisor can help is important. The tangible rewards from excellent advice and careful planning and making good choices can be life-changing. They can mean greater security in retirement and optimism about the future. Reports regularly on my investm...

5

Calculate Your Investing Costs

http://www.campaignforinvestors.org/calculate-your-investing-costs

Investor Bill of Rights. Calculate Your Investing Costs. Frasl; ⁄ Calculate Your Investing Costs. It is important that you discuss with your advisor all of the fees and charges associated with your financial advisory relationship as well as the value provided for those costs. This is a vital element in a trusted relationship and your advisor should be open to and respectful of this conversation. We are testing the following cost and results calculations and would appreciate your feedback. Take me to FeeX.

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LINKS TO THIS WEBSITE

jillonmoney.com jillonmoney.com

Jill On Money | #231 Retirement in August - Jill On Money

http://www.jillonmoney.com/231-retirement-in-august

231 Retirement in August. It’s hot across much of the country, but we cool down with dreams of retirement. Whether you are thinking about early retirement, tinkering with your asset allocation, considering an annuity, weighing lump sum or stream of income or just starting out, this is the show for you! Download the podcast on. Download the podcast on feedburner. Download this week’s show ( MP3. Thanks to everyone who participated this week, especially Mark. Send an email: askjill@jillonmoney.com. Nationa...

jillonmoney.com jillonmoney.com

Jill On Money | #230 Celebrating Social Security’s 80th Birthday - Jill On Money

http://www.jillonmoney.com/230-celebrating-social-securitys-80th-birthday

230 Celebrating Social Security’s 80th Birthday. Nationally recognized expert in Social Security Mary Beth Franklin. Joins the show to celebrate the 80. Birthday of Social Security. Mary Beth is a contributing editor at InvestmentNews and writes regularly about the latest research and thought leadership on retirement income planning. You can follow her on Twitter here. Download the podcast on. Download the podcast on feedburner. Download this week’s show ( MP3. Increase SS Full Retirement Age. Wonders ho...

jillonmoney.com jillonmoney.com

Jill On Money |

http://www.jillonmoney.com/blog

286: “Equity” and Women on Wall Street. It’s official: “Equity” is a now my new favorite movie about Wall Street. Sure, “Trading Places” was a classic, but there has never been a film about Wall Street where not only are women the main characters, but they also populate every role behind the camera. Guest Alysia Reiner (she plays Fig on “Orange is the New Black” and starred. Posted by Jill Schlesinger. Why You Should Work Longer. Posted by Jill Schlesinger. Posted by Jill Schlesinger. Inspired by her own...

jillonmoney.com jillonmoney.com

Jill On Money | Columns - Jill On Money

http://www.jillonmoney.com/columns

Jill writes the nationally syndicated column Jill on Money. For Tribune Media Services. Jill draws on her career as an investment advisor to make financial questions feel less daunting, to help readers create future options for themselves and their families–and for having fun along the way. How to choose a Financial Advisor: 10 Questions to ask. Find a CFP Professional. NAPFA: National Association of Personal Financial Advisors. FPA Find a Planner. E, EE and I Savings Bonds. Reverse mortgage info via HUD.

thefiduciaryinstitute.org thefiduciaryinstitute.org

Frankel Prize Symposium | The Institute for the Fiduciary Standard

http://www.thefiduciaryinstitute.org/frankel-prize-symposium

Institute Leaders in the News. 2013 Frankel Fiduciary Prize Symposium. Symposium speakers Bob Monks, Ralph Nader, Knut Rostad and Jack. Bogle offer their candid remarks on fiduciary status in 2013,. Regulatory shortcomings, and corporate governance. View the entire Frankel Fiduciary Prize Symposium. In the videos below. Knut Rostad kicks off the symposium, relays congratulatory remarks to. Bob Monks from Sir Adrian Cadbury; Bob Plaze introduces Tamar Frankel;. Monks and corporate governance. July 21, 2013.

jillonmoney.com jillonmoney.com

Jill On Money | Are Greedy Kids Raiding Your Retirement? - Jill On Money

http://www.jillonmoney.com/are-greedy-kids-raiding-your-retirement

Are Greedy Kids Raiding Your Retirement? Greedy adult children have become rapacious consumers of their parents’ money! Those are the stinging words of financial planner, author and speaker. Who worries that millions of Baby Boomer parents have indulged their children, at their own expense. Of course he was not talking about. Kids your kids are perfect little angels! These numbers may be startling in and of themselves, but it is the next part that makes financial planners nervous: of those parents helpin...

jillonmoney.com jillonmoney.com

Jill On Money | Greek Deal Done: Will Tsipiras Lose His Job? - Jill On Money

http://www.jillonmoney.com/greek-deal-done-will-tsipiras-lose-his-job

Image by Flickr User phunk. Greek Deal Done: Will Tsipiras Lose His Job? 8220; 22 hours and all I got was this lousy deal! 8221; That’s the tee shirt that Greek Prime Minister Alexis Tsipiras will likely have to wear, when he heads back to Greece and tries to convince the Greek Parliament to approve a three-year, 82-86 billion bailout deal. 91 billion to $96 billion). While the 22-hour marathon negotiation allows Greece to remain in the common currency zone, it does so at a steep price. When Tsipiras cam...

jillonmoney.com jillonmoney.com

Jill On Money | Gold Isn't Glittering, the Economy Is - Jill On Money

http://www.jillonmoney.com/gold-isnt-glittering-the-economy-is

Image by Flickr User Bullion Vault. Gold Isn’t Glittering, the Economy Is. This week, the Federal Reserve will convene a two-day policy meeting, where it is expected to do a whole lot of nothing, except tell us that we should be prepared for short-term interest rates to rise from the current range of 0 – 0.25 percent. Rates have been at these emergency levels since December 2008 and it has been more than nine years. DJIA: 17,568 down 2.9% on week, down 1.4% YTD. Nat’l avg. for gallon of reg&#46...8:30 Du...

thefiduciaryinstitute.org thefiduciaryinstitute.org

Fiduciary September 2014 | The Institute for the Fiduciary Standard

http://www.thefiduciaryinstitute.org/fiduciary-september-2014

Institute Leaders in the News. Welcome to Fiduciary September. The Institute celebrates Fiduciary September to highlight the indispensable role fiduciary principles serve in preserving trust and confidence in our capital markets. It includes:. Urging Congress and the SEC to apply the fiduciary standard and the six core fiduciary duties to all professionals rendering investment advice. Urging industry participants to embrace fiduciary duties when investment advice is rendered. 8211; Sept. 22: Wealth A...

thefiduciaryinstitute.org thefiduciaryinstitute.org

Fiduciary Forum 2011 | The Institute for the Fiduciary Standard

http://www.thefiduciaryinstitute.org/fiduciary-forum-2011

Institute Leaders in the News. October 20, 2011. An Introduction to the 2011 Fiduciary Forum:. Daylian Cain calls conflicts of interests a. 8220;cancer on objectivity” at the 2011. Fiduciary Forum in Washington, D.C. Conflicts of interest are a cancer on objectivity. Even well-meaning advisors often cannot overcome a conflict and give objective advice. More worrisome, perhaps, investors usually do not sufficiently heed even the briefest, bluntest and clearest. Warnings of conflicts of interest. Discusses...

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