- March 31, 2016
Is Your Advisor Riding the Money Train?
Read moreTechnology has transformed virtually every industry, forcing businesses to be more innovative, change their pricing models and deliver a…
- March 24, 2016
Market Predictions and Other Nonsense
Read moreIt’s March—and right on cue, supposed financial gurus are churning out market predictions and hot investing tips for the…
- March 17, 2016
The Folly of Performance Chasing
Read moreEvery big-city commuter knows the feeling: The cars ahead of you haven’t budged in ages, but the lane to…
- March 10, 2016
Are You Overpaying Your Financial Advisor?
Read moreIt wasn’t that long ago that stockbrokers could earn significant commissions—upwards of $100 per trade—by talking their customers into…
- 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…