October 21, 2023
The Death of Active Management
The latest SPIVA report card was just released showing a whopping 97% of mutual funds underperforming their own benchmarks.There is no legitimate excuse to be paying Wall St. mutual fund stock pickers anymore.
September 30, 2023
In the confusing world of insurance products, the right approach is to separate the role of insurance from investments. As someone smart once explained it to me, "The role of insurance is to protect against sudden and catastrophic loss."
September 23, 2023
Combining Finances In A Relationship
Managing money in a relationship can be challenging, but sharing financial responsibilities can lead to stronger partnerships. According to a recent study by LendingTree, here's what we discovered about how American millennials view and manage their finances as couples.
September 16, 2023
Tax evasion is illegal. Tax avoidance is encouraged. Here is how a financial advisor adds value with tax planning and strategy.
September 12, 2023
You should not be trying to time the stock market and move money in-and-out of your long term investments. These options are for emergency funds, liquid cash needs, or short term investment needs only. The bulk of your money should be invested with your long term strategy in mind.
September 9, 2023
Census data speaks volumes about the uphill battle millennials face in achieving homeownership dreams.