We Worry About All The Wrong Stuff
Reflecting on almost 15 years worth of client conversations, I've noticed a trend that many investors tend to focus on things that matter...
Don't Believe Everything On The Internet
Snakes eat sharks! Yes, that is a thing on the internet. Earlier this week my kindergartener Maggie finished her first school report. Her...
Does A Fund Always Do What Its Name Suggests?
Most funds name themselves after the core strategy they pursue. For example, the iShares Gold Trust invests in, you guessed it, gold...
Is The Dow Jones Index Still Relevant?
On January 25th, 2017, the Dow Jones Industrial Average hit the much anticipated high water mark of 20,000 points. The inception of the...
Have Financial Advisors Forgotten How To Manage Money?
Ok, maybe they didn't forget. They just outsource it more and more. At my previous brokerage firm, one theme I can remember repeated...
Financial Advisors Are Supposed To Be Smart, Right?
Each month, Financial Planning Magazine publishes the results of their ongoing Global Asset Allocation Tracker. The tracker is a summary...
Portfolio Lagging? Blame Your Bonds
After an impressive start to the year, bonds have hit the brakes. In July, long term Treasuries had returned 18% for the year. However,...
How To Profit In The Stock Market Under A Trump Administration
In between today and January 20th when Donald Trump officially takes office, we'll be hearing about his picks for top positions such as...
3 Reasons Not To Delay Social Security
You've been told that for every year you delay claiming social security, your benefit increases. That is absolutely true up until age 70....
Eating My Own Cooking
Ever come across a dentist with 10 cavities, an overweight doctor, or the contractor who's house is falling apart? I'm not sure about...
