If your financial advisor uses Dimensional Fund Advisor (DFA) funds, odds are you’ve been underperforming...

“The expectations market is about speculation. The real market is about investing. The stock market,...

To say it’s been a tough year for investors is probably an understatement. If you’re feeling weary of...

Earlier this year, index fund assets surpassed actively-managed funds for the first time ever. Initially...

In 2019, Jordan Maglich of PonziTracker.com released a 10-year survey of Ponzi schemes in the U.S. What...

What’s the difference between a financial advisor and a financial planner? Between fee-only and fee-based?...

Do you have company stock in your 401(k) plan? Net Unrealized Appreciation rules could save you thousands...

Are you trying to decide who to hire as your new financial advisor or wondering if the one you have is...

David Booth, Founder of Dimensional Funds, said that “the most important thing about an investment philosophy...

While retirement is often depicted as relaxing and carefree, the reality is that the financial uncertainty...

Two of my favorite things in the world are basketball and investing. While watching March Madness, I...

Asset location can help you significantly increase your after-tax retirement income, without saving more,...

For decades the status quo in the financial advisory world has been to charge clients around 1% of assets...

Stock market corrections are never comfortable. Unfortunately, they’re also not very rare either. In...

Would you like to know how winners of the Nobel Prize in Economics invest? Look no further than Dimensional...

Over the last few years, there has been a lot of talk about what it means to be a fee-only financial...

Many investors feel an almost compulsive need to check their account values on a regular basis, sometimes...

I recently met with a prospect who was looking for a second opinion. He was being offered a whole life...

Wouldn’t it be great to get in on the ground floor of the next Amazon, Google, or Apple? With just a...

A frequent topic of discussion with my friends and family is health. I love learning new ideas and strategies...

In today’s interest rate environment, investors (especially those in retirement) are scrambling to find...

The Tootsie Roll is an iconic American candy. Who among us hasn’t experienced one of the sweet little...

Imagine you walk into a casino with your entire retirement portfolio in tow – whether that’s a few thousand...

In my years as a financial advisor, I’ve seen many families achieve financial success and enjoy the subsequent...

The financial industry has managed to get away with incredible price discrimination by charging clients...

I just finished a new book by Michael Lewis, author of many bestsellers including The Blind Side and...

The investment industry has done a phenomenal job of masking their fees – whether hiding them completely...

Does it seem like every time you pay off one loan, you find yourself saddled with some new debt? Or maybe...

It seems the financial media’s favorite thing to do is make wild predictions. The more extreme the headline,...

Recently, I volunteered to be a guinea pig for my sister who is in dental hygiene school. When I arrived,...

About a month ago I sat in a college classroom at a conference for alumni. The speaker was a well-renowned...

Over the last several weeks we have looked at four myths that keep investors from having a positive investment...

Despite the disclaimer on every advertisement for an investment product reminding customers that “past...

A keen intellect and extensive experience are valuable traits for an investment manager to possess. Unfortunately,...

We’ve all heard the saying, “Buy low, sell high.” Seems pretty straightforward, right? Actually, it’s...

*This is the first in a series of posts that will debunk common investment myths. I will conclude the...

When it comes to saving for retirement, most everyone has heard of the 401(k) and the IRA. If you’re...

Starting a financial planning firm from scratch wasn’t an easy decision. In the end, I felt compelled...

Is updating your will, getting life insurance, making a budget, or enrolling in your company’s 401k plan...

As a financial advisor, I am often asked: “Where should I put my money right now?” The financial industry...