About Daniel Betzel

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So far Daniel Betzel has created 95 blog entries.

Bitcoin, Tulips, and Behavioral Finance

I find investor psychology fascinating.  Often, I have witnessed situations where the investor is his/her worst enemy.  Many investors are unaware of the impact of investor psychology on the decision making process.  Unfortunately, many financial decisions are made out of either fear or greed--neither lends itself to prudent and evidenced-based investing decisions. This is nothing [...]

By | 2017-12-08T17:03:16+00:00 December 8th, 2017|Betzel Wealth Advisors, Blog, Investments, Uncategorized|0 Comments

How Many Stars Should We Give “Morning Star Rating System”?  Perhaps  ONE-HALF or ONE STAR!

I am writing in response to questions I routinely receive form clients regarding the Morning Star Rating system of Funds.  I want to discuss Morningstar 5 Star Rating System.  Please consider the following: Equity Index Funds by nature will never receive a Five Star rating because the Star Rating System is looking at past performance and [...]

Reality Check

Sometimes, you need to hear the truth when it comes to understanding your retirement. On this edition of the show, you’re in for a reality check. We’ll also give you some essential tips for income planning.

By | 2017-11-21T21:32:40+00:00 April 13th, 2017|Uncategorized|0 Comments