Think of the last time you donated to charity. Did you spontaneously write a check? Did you plan to give the amount that you gave? Was it a charity benefiting…
AdvicePeriodMay 26, 2016
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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.…
AdvicePeriodMay 18, 2016
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…
AdvicePeriodMay 4, 2016
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…
AdvicePeriodApril 22, 2016
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…
AdvicePeriodApril 15, 2016
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…
AdvicePeriodApril 5, 2016
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…
AdvicePeriodMarch 31, 2016
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:…
AdvicePeriodMarch 24, 2016
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”…
AdvicePeriodMarch 17, 2016
