Active & Passive Investing Explained
Investors should have a defined methodology to portfolio management. There are 4 broad steps each investor should undertake: Decide how...
It's Time To Put This Market In Perspective
As of yesterday's market close, the Russell 3000 (index tracking 98% of the U.S. investable universe) was down -1.59%. Despite stocks not...
How ESG Analysis Helped Avoid Volkswagen's Share Price Decline
Das auto? Das no good. Just over a week ago, Volkswagen fessed up to rigging emissions tests in the U.S. and Europe. The company has...
Financial Planning Exposed
For the record, I did not photograph these retirees. Real FINANCIAL PLANNING dives much deeper than investment management. A formal...
Socially Responsible Investing With ETFs
71% That's the percentage of investors interested in sustainable investing*. I think it should be 100%, but that's just one guy's...
What To Do About Volatility In Your Portfolio
When you open your August investment statements you may be a bit surprised. Year to date the market is down over -6%, with most of the...
Two Portfolio Moves To Make Right Now
It's not what you think. China's struggling economy has caused global market disruptions. U.S. stocks bottomed out on August 25th with a...
Why You Need A Financial Plan
31% That's the percentage of American households that have a financial plan according to the CFP Board. We can interpret this number as...
Struggling With A Budget? Try This!
Two days ago I met with some clients to update and review their financial plan. These particular clients are 5 and 10 years from their...
Taking Your Own Advice Is Tough
If you haven't met me in the flesh, this is me. I'm smiling because around the time this photo was taken, my business had started to hit...
