Category: Education

For the fifth consecutive year, responsible financial advisors all across the country are apologizing to their clients. Why? Because the diversified portfolios they have built are lagging the S&P 500 … for the fifth consecutive year. Any way you slice it (from conservative to aggressive), diversification has failed to keep pace with the S&P 500, […]

*Join us for “The Most Interesting Charts of 2016” Webcast Tuesday, December 20th at 4:15pm EST/1:15pm PST.  Register HERE ——————————- From the Blog: There can be no standardized path to excellence in a field that is so heavily dictated by chance. Whether you believe the markets are perfectly efficient and follow a purely random walk […]

The Passive Investor Test

Passive investing is all the rage. Active has become a four-letter word. Are you a passive investor? Let’s find out… 1) Do you own a higher percentage of stocks in your portfolio than bonds? 2) Does your house make up the largest component of your net worth? 3) Do you ever rebalance or sell/change the […]

“The real voyage of discovery consists not in seeking new landscapes, but in having new eyes.” – Marcel Proust There is a behavioral tendency for human beings to oversimply.  “How is the market doing?”  “Well the Dow is up 100 points! The S&P 500 is up a percent!”  “It’s a bull market!” Oversimplified.  The “market” […]

“Three things cannot be long hidden: the sun, the moon, and the truth.” – Buddha There is no doubt that there is a retirement crisis in America, but the fix isn’t the Dow hitting 150,000.  The fix is you. Indulge me for a moment.  I’ve presented to thousands of financial advisors and individual investors over […]

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