The Archives at the Factory

Client Tales From the Crypt

In honor of Halloween and my memories from watching HBO’s Tales From the Crypt as a kid, I thought I might share some former client mistakes that I have witnessed over the last 14 years and even share a couple of my own. These are hypothetical situations based on real life examples. The case studies are for informational purposes only and not intended as specific advice. Some details have been changed to protect the identity of individuals and all of their names are made up.

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Episode 3: Revenge of the Advisor

No matter how far technology advances, personal relationship and customized advice can never be replaced by technology, which leaves me to discuss some of the limitations inherent in robo-advisors.

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Episode 2: Attack of the PCs

Not really but I needed a catchy title in the vein of my Star Wars inspired homage.

In Episode 1, we looked at the fascinating, so called, “robo-advisors” and defined what they are. To build on onto what was laid out last time, we are going to look at what they do and who might benefit from such a construct.

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Financial Lessons of the Real Housewives

I have a confession to make. Please don’t judge me when I say this but the Real Housewives on Bravo are my guilty TV pleasure. I know it is mindless and inane but I think that is why I find them interesting. You have tons of manufactured drama, intrigue, suspense, sadness, and financial misdeeds and mismanagement. Yet, even as I watch shows like the Real Housewives on Bravo, I am continually amazed at how many people (especially faux celebrities) get bad or no advice when it comes to finance, taxes, and investing. And so, some highlights and lessons, yes even lessons from faux celebrities.

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