AdvicePeriod

For the sake of clarity, a fiduciary is a person in a position of authority whom the law obligates to act solely on behalf of the person he or she…

Most investors know that investing all your money in one or two stocks is the financial equivalent of putting all your eggs in one basket. Owning a variety of investments—otherwise…

In the world of finance, there’s no shortage of acronyms, abbreviations and terminology to complicate what is otherwise basic, straightforward concepts. One of the most powerful of these concepts is…

Technology has transformed virtually every industry, forcing businesses to be more innovative, change their pricing models and deliver a better customer experience. But the financial advisory business doesn’t seem to…

It’s March—and right on cue, supposed financial gurus are churning out market predictions and hot investing tips for the year ahead. We’d like to add a tip of our own:…

Every big-city commuter knows the feeling: The cars ahead of you haven’t budged in ages, but the lane to your right is moving along smartly. You ease into the “fast”…