It was 20 years ago today….
Two decades in the financial trenches hopefully taught me something!
Over-managed and under-advised
What does the size of a firm's assets under management tell you about what they do? Not much.
Who pays your advisor?
Unbiased advice vs. the incentive
Having a relationship with a fiduciary advisor means never having to wonder what incentive is behind the...
Little baskets of money
Want Tax Day next year to be different? Start today.
Your retirement took a beating today
New fiduciary rule won't eliminate abusive practices
The price of inaction
When we do nothing the outcome is often inevitable, and painful
By the time you hear the thunder
The storm is on top of you. It’s too late to run or seek shelter. You will be pelted by driving rain or...
The Clear Value of Planning
My title is a play on Gordo Byrn’s piece from this morning. Perhaps like him, my career in finance is...
Whither the free lunch
Over a decade ago, my former partner and I would be invited twice a year to a fancy luncheon, held at a...