The brokerage and custody business
The latest move in the ever-shifting world of investment brokers is a BIG one.
What? You didn't know 2020 had already started?
What’s not going to change in 2019
Sure, 2019 will be different in many ways. Not these.
Taking Stock at the Halfway Milepost
Most people take stock of where they are financially at the turn of the new year. I have a different...
Dancing with investment fears
We can make investing simple but we can't make it easy. Here's how to dance with your fears.
It was 20 years ago today….
Two decades in the financial trenches hopefully taught me something!
There Are No Secrets
Only a handful of investment managers have shown the ability to beat markets consistently. No one...
Scammers gonna scam
Few rules in finance work all of the time, but here’s one: if someone you don’t know calls...
Year end planning: you have 60 days left!
The end of the year always presents some 'use it or lose it' opportunities.
Looking for a few good banks
The smartphone is spelling doom for the neighborhood bank branch. This is a good thing.