Sorting the Professionals from the Salesmen

December 2, 2016

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

Who’s in Control of Your Financial Future?

November 17, 2016

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

Debunking Investment Myths: An Evidence-Based Approach

November 11, 2016

Over the last several weeks we have looked at four myths that keep investors from having a positive investment experience. Today, I outline a strategy based on decades of academic research, which I believe gives investors the best chance of reaching their goals. Read more

Investment Myth #4: Past Performance = Future Results

October 14, 2016

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

Investment Myth #2: Timing Is Everything

September 2, 2016

We’ve all heard the saying, “Buy low, sell high.” Seems pretty straightforward, right? Actually, it’s not. In reality, constantly trading in an effort to time the market or pick stocks leads to higher transactions costs and taxes, and introduces unnecessary risks Read more

Investment Myth #1: Investing = Gambling

August 26, 2016

*This is the first in a series of posts that will debunk common investment myths. I will conclude the series by describing an investment strategy that I believe gives investors the best chance to reach their goals Read more

2 Simple Retirement Plans for Small Businesses

August 5, 2016

When it comes to saving for retirement, most everyone has heard of the 401(k) and the IRA. If you’re a small business owner, or if you plan to be at some point in the future, I want to bring your attention to two other retirement plans Read more