Blog

In my years as a financial advisor, I’ve seen many families achieve financial success and enjoy the subsequent benefits. Unfortunately, I’ve also seen people make entirely avoidable mistakes that had long-lasting effects. Read more

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

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 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

Does it seem like every time you pay off one loan, you find yourself saddled with some new debt? Or maybe you have student loans or a mortgage that seems like will never be paid off? You’re not alone. Read more

Recently, I volunteered to be a guinea pig for my sister who is in dental hygiene school. When I arrived, I walked into a room with a couple dozen stations, all with aspiring hygienists in uniform, performing dental exams and cleaning teeth. Read more

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

“Household Financial Decision-Making: Mistakes People Make, Why, and Ways to Make Things Better.” Read more

Despite the disclaimer on every advertisement for an investment product reminding customers that “past performance is no guarantee of future results,” most investors, and sadly many advisors use past performance as their primary criteria Read more