- July 5, 2016
Lower Taxes Through Technology
Read moreAs we approach the midpoint of the calendar year, many investors will pause in between backyard BBQ’s and fireworks…
- June 24, 2016
The British are leaving! The British are leaving!
Read moreNo doubt each of us awoke to the news that the British have voted by referendum to exit the…
- June 14, 2016
Your Advisor is Addicted to Your Assets
Read moreFinancial advisors give all kinds of advice, but it sure is interesting how that advice rarely seems to include…
- June 9, 2016
Whose Side Is Your Financial Advisor On?
Read moreImagine you must choose between two restaurants—one with a Department of Health letter grade—“A”—in the window, and the other…
- June 2, 2016
George Costanza Can Make You a Better Investor
Read moreIn the Seinfeld episode, “The Opposite,” neurotic George Costanza laments that every instinct he has ever had was wrong….
- May 26, 2016
Charitable Giving the Smart Way
Read moreThink of the last time you donated to charity. Did you spontaneously write a check? Did you plan to…
- May 18, 2016
Don’t Pay First Class Fares to Fly Coach
Read moreIt’s an election year, and politicians are making polished, compelling pitches as they vie for your support. If you…
- May 4, 2016
Why You Shouldn’t “Sell in May and Go Away”
Read moreAmazingly though, the majority of financial advisors have never had a professional or legal obligation to act in their…
- April 22, 2016
Do the Right Thing
Read moreAmazingly though, the majority of financial advisors have never had a professional or legal obligation to act in their…
- April 15, 2016
Diversification: How Much Is Enough?
Read moreMost investors know that investing all your money in one or two stocks is the financial equivalent of putting…