Hard Ball Questions to Ask Your Advisor
A Google search for “Questions to Ask Your Financial Advisor” will yield an abundance of articles ranging from exhaustive to utter nonsense. The below list…
Read More
The Fed’s Odd Rate Cut
“There’s nothing people love more than a Federal Reserve joke.” – Adam McKay, American screenwriter After months of speculation, markets have fully priced in a September rate cut. CME FedWatch puts the odds at nearly 100%. Beyond the soaring stock...
read more
Don’t Underperform Yourself
Prolonged bull markets can lead to false confidence for do-it-yourself investors, financial advisors, and professional institutional money managers. After all, everyone looks like a genius…
Read More
Pure Q1 Recap in Pics (and a few words)
We are trying something new to convey our view of the world to our readers. We have heard feedback from investors that industry market commentary…
Read More
Advantages of Working with Independent Firms
The perception exists that investing money with large, established firms is the conservative route. The explosive growth of the independent Registered Investment Advisor (RIA) tells…
Read More
Mismanaged Bond Portfolios Are Costly
Fixed income investing used to be much easier. An investor could clip 5% return in their sleep without taking much risk. For example, from 1987…
Read More
Does Dollar Cost Averaging Work?
There are two types of Dollar Cost Averaging (DCA). Automatically saving in your employer’s 401(k) is the good version. The investor is systemically purchasing shares…
Read More
What Are You Paying for Wealth Management?
Time and again I speak with investors who have no clue what their advisor is charging them. CFA Institute published a report (February 2016) “From…
Read More
Google “Bond Bubble” For a Laugh
The term “bubble” is bothersome when describing bonds. Investors are not clamoring to buy 10-year U.S. Treasury bonds with the expectation of getting rich. The…
Read More
Pessimism Reigns Supreme
We talk to clients and potential investors daily. We listen to market experts and consume pages of investment research. It’s interesting to gauge the behavioral…
Read More