Category Archives for Wealth Management

American Dream Investing Quoted in U.S. News & World Report

July 12, 2017
u.s. news & world report successful habits

We’re proud to appear again in U.S. News & World Report. Here’s my quote from their article “4 Ways to Become a Better Investor”: Be actively involved. Even when you find an advisor you trust, don’t be disengaged. Too many investors blindly hand over their hard-earned money to strangers, investment advisors, hedge fund managers and financial planners to make decisions based on their “best interests,” says Karl Kaufman, founder and CEO of financial membership service American Dream Investing in Boca Raton, Florida. But it’s essential that investors learn how to manage their…

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The Betterment Halt & The Dangers of Trusting Robo-Advisors

July 11, 2016
bright red danger light

“Open the Trading Floor, HAL.” In the aftermath of last month’s Brexit vote, global markets took a beating, the price of the British pound reached its lowest level in over three decades, and savvy investors were able to pounce at the opportunity to buy stocks at bargain prices. If you had invested your money in Betterment, one of the most popular robo-advisors, you were unable to capitalize on a great moneymaking opportunity due to a trading halt the firm placed on June 24th during the market selloff. What are robo-advisors?…

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The Fees! Not the Fees!

May 16, 2016
black and white investing graphic fees

For The American Dream Journal’s first post, we’d like to discuss an important issue affecting nearly every investor: the fees that are so damaging to the long-term health of an investment portfolio.  Whether it’s a lack of interest, lack of time, or lack of knowledge, even the most sophisticated of investors can be taken advantage of without paying proper attention to the fees charged by mutual funds and financial advisers. As we will stress over and over again, each individual is responsible for ensuring that their investments are in the right hands.  That means being proactive, doing…

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