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Don’t Let Your Estate Planning Intentions Go Nowhere [Use these 5 Documents]
Have your estate planning aspirations gotten out of hand? It happens. You start out with the best intentions when you’re younger and your list of...
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The Value of Investing Based on Academic Research
Simplify Your Financial Life with Evidence-Based Investing Featuring our friend and colleague, BAM ALLIANCE Director of Research Larry Swedroe, this video explores the vital role...
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Build Financial Confidence and Focus on What You Love
How do you maintain financial confidence, especially when your investment strategy is being put to the test by challenging markets? A great place to begin...
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Why You Need a Revocable Living Trust
You want to build and protect your wealth, and you want to use every tool at your fingertips to make that happen. But when someone...
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When Rates Go Up, Do Stocks Go Down?
Should stock investors worry about changes in interest rates? Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable.[1] It...
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Avoiding Financial Scams and Identity Theft Slams
Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams. No matter who you...
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How to Choose the Best Financial Advisor for YOU
We want to underscore how important it is to think of your wealth as going well beyond the dollars involved. A true wealth advisor goes...
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Parents: Don’t Sacrifice Yourselves on the Altar of Your Child’s Higher Education
Parents have sacrificed their financial futures on the altar of their children’s education. Fueled by easy federal money and self-interested colleges, the result is a...
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What is the Essence of Being a Fiduciary Advisor?
The very first question and most significant for you to ask when searching for a potential advisor, (see our recent post on 15 questions), is:...
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15 Questions to Ask When Choosing a Financial Advisor
The job titles vary: financial planner, investment manager, wealth advisor … We could go on. Often, these names are arbitrary, so the savvy investor digs...
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A Winning Investment Strategy is Available to Any Investor
Baseball season is back in full force and I am always optimistic my team will be more than a winning team – but be “that...
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Trader, Should You Fire Yourself as Your Own Wealth Advisor?
I am lucky. From my career as a commodities trader on the Chicago Mercantile Exchange, I count many intelligent, inquisitive and hardworking financial professionals as...
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