Stock market corrections are never comfortable. Unfortunately, they’re also not very rare either. In fact, the market has historically averaged a dip of about 14% at some point during each year.
Read more
Why You Need to Know Dimensional Fund Advisors (DFA)
Would you like to know how winners of the Nobel Prize in Economics invest? Look no further than Dimensional Fund Advisors (DFA). DFA has been implementing the great ideas in academic finance since it was founded in 1981. Read more
What is a Fee-Only Financial Advisor?
Over the last few years, there has been a lot of talk about what it means to be a fee-only financial advisor and a fiduciary. Read more
How Often Should You Check Your Investments?
Many investors feel an almost compulsive need to check their account values on a regular basis, sometimes daily or even multiple times a day. This is a recipe for disaster. Read more
10 Things To Do With Your Money – Before You Buy Whole Life Insurance
I recently met with a prospect who was looking for a second opinion. He was being offered a whole life insurance product from a well-known financial firm. Of course, he had received the standard pitch – higher returns, better tax treatment, ultimate flexibility, etc. Read more
Stop Looking For The Next Amazon
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?
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
High Fees + Low Bond Yields = A Recipe for Disaster
In today’s interest rate environment, investors (especially those in retirement) are scrambling to find ways to increase the yield of their investment portfolios. Read more
What the humble Tootsie Roll can teach us about investing
The Tootsie Roll is an iconic American candy. Who among us hasn’t experienced one of the sweet little nuggets? As a kid, they were delicious. I remember eating piles of them on Halloween or out of a piñata at a birthday party. Read more
What Blackjack can teach us about investing
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