The Investment Move You Should Make Right Now
This morning I received a call from a client while I was driving to work. I was already proud of this particular client- they execute...
Ask The Right Questions When Designing Your Asset Allocation
So how did you decide what percentages of your money went to different investments? Could you define your process if I asked you? If...
Is The Santa Claus Rally Real?
It appears that way. Historically, investors have seen gains in the S&P 500 the last 5 trading days of the year plus two spillover days...
What's Up With Interest Rates (Puns Are Fun)
Today the FED decided to raise interest rates. Rates have been kept in check since December, 2008, hovering between 0% and 0.25%....
Put Your Money Where Your Heart Is
You're supposed to have a diversified portfolio. What happens when you look under the hood and find your funds contain stocks you don't...
Tilt Your Portfolio Correctly -> Outperform
Academic research and empirical evidence have identified certain styles of stocks that have historically achieved higher returns....
Working With A Registered Investment Advisor
The last two blog posts addressed Biased Financial Recommendations as well as Conflicts of Interest in the financial industry. This post...
Totally Independent Financial Advice
Last week I discussed how the wrong incentives can easily disrupt a financial advisor's moral compass. It's HERE if you missed it. A...
Understanding Brokerage Incentives
In the book Freakonomics, authors Levitt and Dubner offer several compelling scenarios illustrating the surprising way individuals...
The Current "Future" Of Financial Advice
Today is "Back To The Future Day". On October 21st, 1985 Marty McFly first traveled in time to save his parent's high school romance. As...
