The First Market Surprise of the Year
Stock markets gave us our first surprise of the year this week. Every January I [...]
Mar
Owning Stocks Is a Privilege, Not a Burden
I was thinking recently about something we don’t talk about enough with clients: stocks are [...]
Mar
Scams Are the Silent Risk in Wealth Management
It doesn’t matter how good the financial plan is. Or how disciplined your client is [...]
Feb
Myopic Investing: Why Short-Term Thinking Is So Expensive
Most investors say they’re long term. Their behavior tells a different story. In my recently [...]
Feb
The Market Isn’t the Concern – Investor Behavior Is
Markets are sitting at all-time highs again. It’s a time when investor behavior mistakes can [...]
Feb
The Behavioral Cost of Embarrassment
Earlier this week, I was reminded of my 40th birthday party, which somehow took place [...]
Feb
Do You Know What’s on Your Client’s Bucket List?
Last week, I checked something off my bucket list. My wife and I flew to [...]
Jan
The Holy Grail of Investing Still Isn’t What People Think
Every few years, a new book, strategy, or product gets framed as the answer. The [...]
Jan
AI Isn’t Replacing Advisors…It’s Exposing What Matters
AI is faster, cheaper, always available, and has access to more information than any human [...]
Jan
The Power of Perspective (and Why It’s So Hard to Hold Onto)
The start of a new year creates a strange contrast. From an investor perspective, this [...]
Jan