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Archive for 2016

  • Whose Side Is Your Financial Advisor On?

    By AdvicePeriod on June 9, 2016

    Imagine you must choose between two restaurants—one with a Department of Health letter grade—“A”—in the window, and the other…

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  • George Costanza Can Make You a Better Investor

    By AdvicePeriod on June 2, 2016

    In the Seinfeld episode, “The Opposite,” neurotic George Costanza laments that every instinct he has ever had was wrong….

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  • Charitable Giving the Smart Way

    By AdvicePeriod on May 26, 2016

    Think of the last time you donated to charity. Did you spontaneously write a check? Did you plan to…

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  • Don’t Pay First Class Fares to Fly Coach

    By AdvicePeriod on May 18, 2016

    It’s an election year, and politicians are making polished, compelling pitches as they vie for your support. If you…

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  • Why You Shouldn’t “Sell in May and Go Away”

    By AdvicePeriod on May 4, 2016

    Amazingly though, the majority of financial advisors have never had a professional or legal obligation to act in their…

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  • Do the Right Thing

    By AdvicePeriod on April 22, 2016

    Amazingly though, the majority of financial advisors have never had a professional or legal obligation to act in their…

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  • Diversification: How Much Is Enough?

    By AdvicePeriod on April 15, 2016

    Most investors know that investing all your money in one or two stocks is the financial equivalent of putting…

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  • Navigating the Market Via Asset Allocation

    By AdvicePeriod on April 5, 2016

    Technology has transformed virtually every industry, forcing businesses to be more innovative, change their pricing models and deliver a…

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  • Is Your Advisor Riding the Money Train?

    By AdvicePeriod on March 31, 2016

    Technology has transformed virtually every industry, forcing businesses to be more innovative, change their pricing models and deliver a…

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  • Market Predictions and Other Nonsense

    By AdvicePeriod on March 24, 2016

    It’s March—and right on cue, supposed financial gurus are churning out market predictions and hot investing tips for the…

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  • The Folly of Performance Chasing

    By AdvicePeriod on March 17, 2016

    Every big-city commuter knows the feeling: The cars ahead of you haven’t budged in ages, but the lane to…

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  • Are You Overpaying Your Financial Advisor?

    By AdvicePeriod on March 10, 2016

    It wasn’t that long ago that stockbrokers could earn significant commissions—upwards of $100 per trade—by talking their customers into…

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  • What Makes AdvicePeriod Different?

    By AdvicePeriod on March 3, 2016

    The results are in: When it comes to financial services, consumers are looking for companies that put their interests…

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  • “The Big Short”: Past or Prologue?

    By AdvicePeriod on February 24, 2016

    “The Big Short,” a star-studded, behind-the-scenes account of the 2008 mortgage meltdown, is one of the leading contenders in…

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