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The price of financial illiteracy

The bill is past due on the choice to ignore earlier generations’ fiscal lessons
May 25, 2018

Investing in a time of ‘sharing’

While consumers might love the benefits of the ‘sharing economy’ investors and others may not
April 13, 2018

Who doesn’t want success?

Bull markets and the wealth effect can create opportunities for making very bad decisions
October 13, 2017

Will the can kick back?

Brewing generational tensions explain the current economic landscape
September 15, 2017

The value of critical thinking

The fiduciary responsibility of asking the tough questions
June 23, 2017

Inspiring financial prudence

Building a client recognition program that focuses on successful behaviors
May 26, 2017

Is your house an asset, or not?

Homeownership can have a dramatic impact on most other financial goals and obligations, particularly retirement
March 31, 2017

Explaining the active-passive management debate

In the end, there’s no one-size-fits-all investment strategy
March 3, 2017

How clients communicate

Open communication with their advisors is necessary and crucial
January 6, 2017

Getting the details right

Clients can take as much control of their financial destiny as possible by excelling on the fundamentals
October 14, 2016

Are you ready for higher taxes?

Controlling your biggest lifetime expense should be a number one priority
June 10, 2016

My lunch with Paul Volcker

The former Fed chairman on circumstances of yesterday, today and tomorrow
March 4, 2016

Enter the era of coflation

How do you describe an emerging economic phenomenon that defies historical models?
January 22, 2016

Discipline is an investor’s greatest tool

The most sucessful clients are not market-dependent
November 25, 2015

The failure of timing

Planning works because there is so much out of our control
October 16, 2015
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