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My New Book — Hits Stores Today

After months of anticipation, Navigating the Financial Blogosphere: How to Benefit from Free Information on the Internet hits stores today. And now, my era of shameless self-promotion shall begin! You...

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Famous Financial Advisors: Who’s the Best?

There are at least a dozen financial personalities which are extremely well-known. Some aren’t so much “advisors” as they are motivational speakers, authors, consultants, etc. Even so, they are...

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A Discussion about Independent vs. Wire House Brokers

As you may have imagined, the past few months have been stressful not just for individual investors but for financial advisors as well. Many advisors get paid a percentage of the assets they manage so...

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Baffled by College Costs? Me Too

It’s a conversation many of us have over the dinner table or with our colleagues at work: “I can’t believe the cost of college.” It is a very reasonable statement when you consider that many private...

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Retirement and Systematic Portfolio Withdrawals

Retirement planning is certainly one of the most debated and important areas of financial planning. Each advisor and firm has a different approach when it comes to how they plan for retirement and how...

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Estate Planning Strategies & Mistakes

At some point during your life, you may start thinking about issues including transferring money to your heirs and protecting your assets from becoming subject to unnecessarily high taxes when you die....

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Is Sustainable Investing Catching On?

Well, according to an article in the most recent issue of Financial Advisor Magazine, it isn’t. The article indicates that sustainable investing (when one considers environmental, social and corporate...

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Building a Standard for Financial Advice

There was a good article in Research magazine last month about the business of financial advice and how it needs improvement.  Research is an industry publication so it’s not the sort of article which...

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Which is Better: Traditional Financial Advisors vs. Automated “Robo”...

I’ve come across several articles lately about the emergence of online sites (sometimes referred to as “Robo-Advisors”) which customize and automate the investment process for individuals.   These...

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Making Sense of Recent Market Volatility

Dear Readers, I’ve received a few calls this week to get my opinion on the current market downturn.  Its understandable considering October turned out to be the worst month for stocks since October of...

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