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 16, 2023
Tax evasion is illegal. Tax avoidance is encouraged. Here is how a financial advisor adds value with tax planning and strategy.
September 9, 2023
Census data speaks volumes about the uphill battle millennials face in achieving homeownership dreams.