Where are we now?
What will happen with taxes? Your guess is as good as Mitch McConnell's
The Fiduciary Pledge
Does your advisor pledge to serve your best interests all of the time?
GOP 2017 Tax Plan: Winners & Losers
It's Christmas morning for rich people in America, and look what's under the tree! Tax cuts
Over-managed and under-advised
What does the size of a firm's assets under management tell you about what they do? Not much.
Investing with humility
Being a good investor means knowing when to eat a little humble pie.
Who pays your advisor?
Scammers gonna scam
Few rules in finance work all of the time, but here’s one: if someone you don’t know calls...
No one knows anything (2016 election edition)
The presidential election was certainly a political shock to the nation and may very well have powerful...
The latest shock to the system
So that happened. We’ve had a political shock in our country in the last 12 hours that few...
Year end planning: you have 60 days left!
The end of the year always presents some 'use it or lose it' opportunities.