Our Investment Philosophy & Market Timing
Happy summer to you, dear reader. One of the fancy-sounding things that seems [...]
19 Questions to Ask Your Financial Advisor
One of my favorite blog posts of all time is one from Jason [...]
Junk Mail or Not?
If you’re a participant in a 401(k), you’ve likely received an Annual Notice [...]
How We Roll
click image to enlarge Here's a graphic we created to describe [...]
Department of Labor Fiduciary Rule – UPDATE
A year ago, this newsletter featured a piece about the Department of Labor’s [...]
Achoring Effect
Cognitive Bias – Anchoring Consider these two questions: Was George Washington more than [...]
Q1 Markets and Economic Update
In the first quarter, foreign stocks led the way amongst the indexes herein [...]
Mind your fees and Qs
Mind Your Fees and Qs A story in the Wall Street Journal announced [...]
Client Bill of Rights
We think you have rights as a client of ours. We think you [...]
Adventures in Inbox Zero
“Inbox Zero” is the phrase coined by Merlin Mann on his blog/website, 43 [...]