James M. Sanford

James M. Sanford

Founder & Portfolio Manager, Sag Harbor Advisors
James M. Sanford, CFA, the founder and portfolio manager of Sag Harbor Advisors, has worked on Wall Street since 1991 and was the top U.S. salesperson in U.S. Credit Product by revenue in 2007 and 2008.
The Coming Storm in Wealth Transfer
investing

The Coming Storm in Wealth Transfer

Gen X and Millennials are more suspicious of Wall Street than their elders, and returns on their equity investments are likely to disappoint them. Are…
October 6, 2016
The Strong Case Against Buying Annuities
annuities

The Strong Case Against Buying Annuities

Financial advisers recommend them because they make a lot of money in commissions and fees. You should be very, very wary.
July 1, 2016
Demand Your Financial Adviser Disclose Any Conflicts Now
investing

Demand Your Financial Adviser Disclose Any Conflicts Now

You don't have to wait for Uncle Sam to enact new rules requiring financial advisers to put your interest first. Use a fee-only adviser with no broker…
April 18, 2016
I Fear the New Financial Adviser Rule Won't Protect You Enough
investing

I Fear the New Financial Adviser Rule Won't Protect You Enough

But you can protect yourself by working with a fee-only adviser with no broker-dealer affiliation.
April 8, 2016