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W & K

Investment Failures

Forewarned is Forearmed

In 2005, as part of the inaugural FinancialAlert “Financial Planning Practice of the Year” competition one of the components of the competition was to write an essay on what we saw as the greatest challenges facing the financial planning industry over the next five years. We wrote the following essay. It was titled “The Big Investment & Insurance Industry Challenge”.

Wealth Creation Schemes

We have all seen the numerous advertisements for the various so called Wealth Creation Schemes. These are for shares, currency, commodities and property.

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