A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not
Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their
One of our responsibilities as your financial adviser is to help you put market news in its proper perspective, especially when the media is reporting
One of the reasons we turn to evidence-based investing is to guide us past the misguided strategies that can otherwise cause an investor’s expected returns to
In the Wall Street Journal, Jason Zweig gives great advice on how to pick a financial advisor. Zweig, who writes the Intelligent Investor column, has a
Which is a better total return, 6.6% or 5.5%? Right off you get the sense that adding ‘total’ to return is one of those financial planner weasel words. You
“What the imagination can’t conjure, reality delivers with a shrug.”
Whether it’s the recent destruction wrought by Canada’s Fort
In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what
A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not
In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations. For most
