“You must pay taxes. But there’s no law that says you gotta leave a tip.” – Morgan Stanley Most investors are familiar with the basic…
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The Benchmark Fallacy
“The highest form of wealth is the ability to wake up every morning and say: ‘I can do whatever I want today.” — Morgan Housel, author of Psychology of Money Humans love to compare. Before social media, we would compare...
read more8 Signs Your Family Will Fight Over Your Estate
This is a guest post from our estate planning partner Everplans. In our effort to provide value beyond investment management, we will occasionally feature content from…
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Why Clients Fire their Advisor
Change is hard. Humans like patterns, routines, and familiarity. This is especially true when dealing with sensitive issues like financial affairs. We rely on people…
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Why Your Financial Advisor Hates the Fiduciary Standard
I find it deplorable we need the Department of Labor (DOL) to tell insurance agents and financial advisors to do right by their clients. Even…
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