• November 26, 2014
• Fees

Let’s start with the biggest problem facing your financial advisor’s fee structure: It’s riddled with conflicts of interest.  If your advisor...

• November 24, 2014
• Market Timing

To time or not to time? That’s the question. Too often investors’ expectations of the perfect market timing model aren’t rooted...

• November 18, 2014
• Background Check

You check your baby sitter’s background, right?  What about employees you may have hired over the years?  Maybe a potential suitor?...

• November 14, 2014
• Capital Gains

It’s the most wonderful time of the year…unless you’re a mutual fund owner. In fact, December is the notorious time for...

• November 10, 2014
• Fiduciary Duty

We learned everything we needed to know in kindergarten, right? Play fair, share, say please, thank you and sorry.  What else...

• November 3, 2014
• Fee Only

So you’ve figured it out:  You NEED a financial advisor.  But you’ve taken it one very big step further:  You’ve decided...

• October 30, 2014
• Fee Only

Let’s face it: Halloween for investors knocking on Financial Advisors’ doors only spells “treat” if there’s a Fee-Only advisor on the...

• October 27, 2014
• RetirementVariable Annuities

The most complex of investment products on the market are variable annuity funds.  And with complexity comes opportunity…to the annuity seller. ...

• October 17, 2014
• Market Correction

When you consider the anatomy of a market correction, as defined as a decline of 10% or more, what truly contributes...

• October 16, 2014
• Buy and Hold is DEAD

The worse advice you could ever get about the ultimate buy and hold strategy? Use this strategy 100% of the time....