Stop Looking For The Next Amazon

July 19, 2018

Wouldn’t it be great to get in on the ground floor of the next Amazon, Google, or Apple? With just a small investment in any of these companies, you could have funded your retirement. Read more

Anecdotes or Evidence?

July 20, 2017

A frequent topic of discussion with my friends and family is health. I love learning new ideas and strategies for being healthier. Sadly, implementing all the new ideas is much harder than talking about them. Read more

What Blackjack can teach us about investing

April 14, 2017

Imagine you walk into a casino with your entire retirement portfolio in tow – whether that’s a few thousand or a few million. You walk up to the blackjack table determined to beat the house and boost your retirement savings. Read more

Is 1% of $5M still just 1%?

March 10, 2017

The financial industry has managed to get away with incredible price discrimination by charging clients based on their assets, rather than based on the services provided. This practice needs to stop. Read more

SwitchPoint #2: The Behavior Gap

February 16, 2017

I just finished a new book by Michael Lewis, author of many bestsellers including The Blind Side and Moneyball. His new book, called The Undoing Project, is about the fathers of a relatively new field of study called behavioral economics. Read more

The Original SwitchPoint: Fees

January 19, 2017

The investment industry has done a phenomenal job of masking their fees – whether hiding them completely or trying to minimize them by stating them as a % of assets. Read more