Does My Financial Advisor Work For Me Or His Brokerage Firm?
Well, it depends. Most financial advisors don't actually sit on your side of the table. This goes against the common perception that a...
Sometimes All You Need Is A Fresh Look
This picture is not Golden, CO. It's actually 1,887 miles from my office, in Wimauma, FL. That's my 4 year year daughter Maggie and I...
Picking Funds Based On Past Performance Is Dangerous
During previous employment at my former brokerage firm, I was taught how to evaluate mutual fund managers. While the individual...
Investment Performance: Luck or Skill?
The investment world has had a difficult time differentiating between luck or skill. In a January, 2015 InvestmentNews.com article,...
How Tough Should A Financial Advisor Be?
Disclosure: that is NOT my arm... But you probably already knew that! In this author's opinion, financial advisors shouldn't bend to the...
Is It Safe To Ignore The Noise About Rising Interest Rates?
Yes, I'm still updating this blog. I try to post something relevant each week, but every once in a while I give myself a break. I'm sure...
Investment Advertising Gone Bad
A few months ago my wife and I received a 16 page investment advertisement in the mail. It's entitled "The McShane Letter, circulated by...
Understanding The Numbers
My 4 year old daughter Maggie can now count to 27. She reminds my wife and I about her ability every 15 minutes. What doesn't make sense...
The Extra Tax Bill Mutual Fund Investors Will Pay This April
As if taxes weren't already painful enough, most investors will pay even more on their 2014 tax return. The money siphoning culprit to be...
What I Believe
Thanks for visiting my blog! Most of the posts are themed around evidence based investing, financial plan decision considerations, and...
