- March 3, 2016
What Makes AdvicePeriod Different?
Read moreThe results are in: When it comes to financial services, consumers are looking for companies that put their interests…
- February 24, 2016
“The Big Short”: Past or Prologue?
Read more“The Big Short,” a star-studded, behind-the-scenes account of the 2008 mortgage meltdown, is one of the leading contenders in…
- February 18, 2016
Control and Access: The Case for Estate Planning
Read moreLet’s be frank—estate planning and discussing the prospect of dying aren’t any fun. After all, who wants to invest…
- February 11, 2016
Which Way Is Up?
Read moreAs a pilot you learn to trust your instruments and ignore your gut; and in a turbulent storm that…
- February 4, 2016
Football and Financial Planning: Sticking With a Rational Game Plan
Read moreIt’s Super Bowl season, and I’m once again reminded of the unlikely parallels between football and investing. This connection…
- January 26, 2016
Advisors, Kodak and the Road to Irrelevancy
Read moreIt’s no surprise that the global equity markets have started the year on a volatile path. The assumed…
- January 20, 2016
Worth Sharing: Sell-Offs Without a Recession
Read moreIt’s no surprise that the global equity markets have started the year on a volatile path. The assumed…
- January 14, 2016
Why You Should Let 2015 Go (and maybe 2016, too)
Read moreThere’s no doubt that 2015 was a frustrating year for many investors: With stocks, bonds, cash and commodities all…
- May 19, 2015
Get Wise to Your Advisor Book Review
Read moreSteve Lockshin’s book, Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off, was…
- February 9, 2014
“I’m Here to See the Animal!”
Read moreWhat if you went to the zoo with your family, bought a ticket, and exclaimed to anyone who might...