Earlier this week at the Tiburon CEO Summit, the most famous person in my industry, Ken Fisher, made some comments on stage at an investment conference that sparked a backlash....
Read MoreI saw an article recently saying that a lot of small advisory firms don’t have…
A big mistake many retirees make is that they get too conservative. They think that…
I want to talk to you today about something that may seem counter-intuitive. I’m a…
We live up here in the Northeast, close to some high-tax states, like New Jersey…
I saw a recent article by Larry Swedroe about how the distribution of stock returns…
I saw an obituary recently for Henry Block, of H&R Block fame. He died an…
An important concept about investing is that the various asset classes have different expected returns….
There have been a couple of articles in the news recently about how few assets…
Anybody see the news that Goldman Sachs bought United Capital? United Capital is a company…
A lot of 401(k)s now have a Roth option, and many clients want to know…
Anybody see the recent draft bill that was passed by the House with new 401(k)…
Are You Spending A Lot of Money On Sports For Your Kids? The reality is that less than 2% of high school athletes get scholarships to play college sports. By Michael J....
Read MoreThere is recent breaking news on the retirement plan rules front. The House passed a…
Jo Craven McGinty had another great column in The Wall Street Journal on the coin…
Jason Zweig wrote a great column The Wall Street Journal in which he talks about…
The New York Times published a very informative article recently on Medicare. As some of…
Justin Lahart wrote a fascinating article in The Wall Street Journal about tech titans. Picture…
The New York Times recently ran a great article about financial literacy. Business school professors…
Mark Hulbert wrote another interesting article in the Wall Street Journal. Mr. Hulbert follows investment…
The government is really good at catching insider trading. Sometimes people call us and ask…
Amazon is now the largest US stock by market cap. Amazingly, since 1926, it’s only…
Interesting article by Robert Shiller in the New York Times recently. Basically, the market has…
I don’t know if you’ve followed too much, but U.S. stocks have trounced foreign and…
If you watch any of my videos or ever read my blog or newsletter, you…