Do Financial Advisors Do What is Right or What is Popular for Clients?
I know and speak with a lot of financial advisors from all over the country, [...]
A Surefire Way Investors Can Play The Election
Have you noticed that when the media talks about how investors approach investing activities, it [...]
Why Most Financial Advisors Aren’t Worth Their Fee
When I got started in the business at Morgan Stanley in 1999, it was not [...]
You Don’t Have to Look
With election season in full force, we are barraged daily by headlines of one party [...]
What if Investors Acted as if They Had a 10-Year Horizon?
It didn’t take long, nor did it take much, for media sentiment and headlines to [...]
A Financial Plan Is Not Enough
We can break down ways to invest into two basic categories: Based on a plan [...]
When a $20 Bill is Worth More Than $20
Last week’s faulty software update, that affected many Microsoft servers worldwide, serves as a big [...]
Talking Risk With Clients
Risk is an inherent feature in the financial markets. How we discuss risk with clients [...]
Celebrating the Freedom to Invest Well
I am so grateful to live in a free nation. I am so grateful for [...]
The Benefits of Failure
Failure is something no one likes to go through. It is often accompanied by feelings [...]