Image Credit: Larry D. Moore (Chuck Schwab speaking at Schwab IMPACT conference, 2007, CC BY-SA 3.0, via Wikimedia Commons) By Jason Zweig | July 31, 2019 7:15 pm ET Here, from my archives, is a Q&A I did with Charles R. Schwab back in 2007 for the 35th anniversary of Money magazine. It’s of mostly historical interest, I think. The...
Read MoreCFP Board Upgrades Its Scrutiny of Financial Planners
Image Credit: Winslow Homer, “Searchlight on Harbor Entrance, Santiago de Cuba” (1901), Metropolitan Museum of Art By Jason Zweig | Updated July 30, 2019 7:06 pm ET The Certified Financial Planner Board of Standards Inc. said Tuesday that it is upgrading its scrutiny of financial planners and appointing a task force to review its...
Read MoreLooking for a Financial Planner? The Go-To Website Often Omits Red Flags
Image Credit: Tuchodi, “Red Flag Day,” April 11, 2011, via Flickr By Jason Zweig and Andrea Fuller | Updated July 30, 2019 8:25 am ET Many people seeking a financial adviser begin their search at LetsMakeAPlan.org, a directory operated by the Certified Financial Planner Board of Standards Inc. The Board, which controls the CFP label...
Read MoreWhat You Gain—and Lose—When You Lock Money Up for the Long Run
Image Credit: Alex Nabaum By Jason Zweig | Updated July 26, 2019 1:19 pm ET A money manager is proposing what he calls the Forever Fund. Investors would commit to lock their money up for 10 years at the very least. How good an idea is that? Meb Faber, chief executive of Cambria Investment Management in El Segundo, Calif., which manages...
Read MoreA Few Gentle Thoughts on Journalism
Image Credit: Louis M. Glackens, “The Yellow Press” (Puck, Oct. 12, 1910; Library of Congress) By Jason Zweig | July 25, 2019 9:56 pm ET Twice in the past few weeks, people have asked me what it takes to be a good journalist. After a little introspection and lots of thought about my colleagues at The Wall Street Journal, I gave the...
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