Run from them like other high pressure high fee charge other investment firms.
Does anyone here have any experience with this investment group ? As I understand their methodology, they invest in single stocks and bonds vs mutual funds based on a personalized strategy.
thank you
Nazoomer
I'm pretty sure their "personalized strategy" goes something like: "How can we make money for Ken Fisher".
Do a little googling on "active versus passive investing", and you'll find that the 'strategies fail ~ 85% of the time, and you can't pick the 15% in advance.
Just DIY, all you need to do is determine an asset allocation you are comfortable with (and don't sweat it, anything from ~40/60 ~ 90/10 is reasonable for most people), and buy 2-3 broad-based index mutual funds/ETFs to match, and forget about it. It really is that easy.
-ERD50
Well (and this is true for all pundits and advisors), if they know how to beat the market consistently why are they knocking themselves out pitching their skills to investors at all? Why aren't they happily ensconced on a private tropical island, sitting on the beach and drinking from glasses garnished with orchids?+1
Not to mention - if his results are SO GREAT, why does he have to market his services so hard? You'd think they'd be very busy just from the referrals received from his extremely happy clients.
they must charge high fees, as they mail me lots and lots of advertisements in large envelopes.
Whenever I see his ads on TeeVee, I immediately think of seeing him an episode of "American Greed".....the theme music actually plays !!!
Same with that baby-faced guy who's on occasionally ( can't recall his name).....
Fisher Investments takes huge bets/positions in equities. If you don't have the stomach for the ups and downs, you may want to look elsewhere to invest your money.Does anyone here have any experience with this investment group ? As I understand their methodology, they invest in single stocks and bonds vs mutual funds based on a personalized strategy.
thank you
Nazoomer
Why aren't they happily ensconced on a private tropical island, sitting on the beach and drinking from glasses garnished with orchids?
Does anyone here have any experience with this investment group ? As I understand their methodology, they invest in single stocks and bonds vs mutual funds based on a personalized strategy.
Fisher Investments is a good place for people who don't like to invest on their own. They charge .75-1.25% which is actually pretty standard in the industry. I found the 2 books I read by him are excellent. Particularly the one about debunking common investment assumptions.
Here is a thread where someone asks questions about moving from F-E-J to Fisher.Low cost provider.....compared to Fast Eddie Jones!