Our perspectives are what set us apart.

In the Seinfeld episode, “The Opposite,” neurotic George Costanza laments that every instinct he has ever had was wrong. His buddy Jerry responds that, “if every instinct you have is…

It’s an election year, and politicians are making polished, compelling pitches as they vie for your support. If you think about it, successful financial advisors are a lot like politicians.…

Like a medieval alchemist trying to turn lead to gold, investment gurus are forever seeking shortcuts to riches in the market. One classic scheme involves getting out of stocks between…

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:…