How does your financial advisor really get paid?
As a financial advisor for two decades, I have seen a lot – both with clients and with other financial advisors. I have come to …
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Underweight, Overweight, or Market Weight?
A point of reference for building your portfolio In my work with investors, there are certain themes that are so common they are predictable. For …
What Are the Key Ingredients of a Well Curated Financial Plan?
According to Gallup only 30% of Americans have a long-term financial plan. And yet, I believe the process of financial planning can benefit anyone. Financial …
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Evidence-Based Investment Practices™
If investing were medicine, would your portfolio make you sick or help you get better? What do I mean? Well, in the medical field much …