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Morgan Stanley Clients: Assume the Position

May 8, 2017 By admin 1 Comment

    Morgan Stanley clients should think long and hard about what’s in it for them, seeing how that is all Morgan Stanley is thinking about. According to Sarah Krouse and Michael Wursthorn of The Wall Street Journal, “Morgan Stanley has already decided that as of next week its brokers will no longer be able to sell clients new positions in Vanguard mutual funds.” Because offering clients quality, low-cost funds is a horrible thing to do? No, Morgan Stanley would rather push product Read on...

Politics, Investing and Propaganda

November 5, 2014 By Dina Isola Leave a Comment

I used to look forward to voting when I was younger as I was certain of what I was doing. My lack of sophistication and naiveté made me see things in very simple terms and it was easier to choose between the “right” candidates and the “wrong” candidates. Now, I am jaded, and I realize that everyone has an agenda and some have better propaganda machines. An advertising budget can do wonders in painting either a shiny, albeit inaccurate picture; or a scathing and unfair one. Many investors fall Read on...

Dina Isola

Since 2002, Dina Isola has worked closely with investors, hearing their concerns. Drawing on her experiences and challenges, Real$martica was born, which focuses on making personal finance issues relatable to women, children and families and educating investors to make informed decisions. A contributor to A Teachable Moment, she is a client relations specialist at Ritholtz Wealth Management. She also serves on Stony Brook Children’s Hospital Task Force.

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