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
Why Most New Year’s Resolutions Fail
HAPPY NEW YEAR! It’s the perfect time to set New Year’s resolutions that stick. Every [...]
Jan
Investing Perspectives from the Andes
Eight years ago I was visiting Argentina, a land and people I truly love. During [...]
Dec
Tis the Season of Forecasts
Right now, we’re already seeing expert forecasts for 2026, highlighting the importance of understanding market [...]
Dec
Why a Disciplined Investment Process Beats Emotional Investing
Investing is a world filled with uncertainty, rapid change, and constant emotional temptation. In the [...]
Dec
Why Most Behavioral Finance Advice Fails – And What Works
Behavioral finance has exploded in popularity. Yet most of what advisors hear about it is [...]
Dec
Why Our Short-Term Brains Struggle With Long-Term Investing
I recently listened to neuroscientist Emily Falk discuss a fundamental human truth: We are wired [...]
Nov
What to Say When a Client Wants to Go to Cash
No matter what the markets are doing or what the headline du jour screams, there’s [...]
Nov