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This Isn’t Good for You or Your Morgan Stanley Advisor

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Morgan Stanley Financial Advisors can no longer offer Vanguard mutual funds (Barrons) Morgan Stanley has inexplicably decided that its advisors can no longer place clients in Vanguard…

Goal-plan-success

How to Make a Financial Plan in 7 Basic Steps

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We all have to-do lists, some may call them goals, which may include quitting smoking, getting back to the gym, losing weight, reconnecting with old…

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Fannie’s Offer to Borrowers in Student Debt is No Solution

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Fannie Mae’s New Mortgage Solution – “Innovative” or Dangerous The student loan market is over $1 trillion. That’s 12 zeroes. Put in another way, it would…

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Really?!? Another Example of Not Learning from the Past

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RoboRobo-Adviser CEO with not exactly good advice (NY POST) The CEO of Wealthfront, which started offering  potentially risky securities-based loans last year, wasn’t too impressed…

UNBROKE is a financial literacy blog for the financially illiterate.

Beware of Investment Fees – ‘Small’ Differences Can Cost You Thousands

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When people shop for items ranging from toothpaste to a car they typically focus on costs or fees, with the understanding that the less they…

Introductory Video for UNBROKE

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Charles Weeks,    UNBROKE Founder I grew up in a blue-collar, middle-class family; I was the first in the family to go away to college…