Why We Invest Abroad
The 12 month period ending 6/30/2017 marked the first time in about five years that non-US stocks performed better than US stocks on a trailing…
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When You Know Better …
“When you know better, you do better.” These words, famously spoken by Maya Angelou, suggest that the more knowledge we have, the better we can…
The Sources of Retirement Cash Flows
When you hear the word “diversification” in the context of investing, one thinks of owning multiple holdings across asset classes, geographical locations, and industry sectors.…
Preparing for a Market Downturn
Warren Buffett’s annual Berkshire Hathaway shareholder letters often offer sage advice. His most recent 2016 letter was no exception, including this powerful insight about market…
Give Yourself Permission To Hire a Real Financial Advisor
Setting goals are important. It gives you something to work towards. But there is a huge misconception about goals that most people don’t figure out…
Understanding the DOL Fiduciary Rule
The DOL Fiduciary Rule, requires that all financial professionals who work with retirement plans or provide retirement planning advice must act as a fiduciary.
My Personal Finance Vision Statement
A little while back I began jotting down some of the rules that I try and live by when it comes to personal finance. Eventually,…
Standard of Care – Fiduciary or Suitability
Financial advisor, financial planner, financial consultant, wealth manager, etc. – there are many names used by investment professionals today. But what’s more important than the…