What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

There is a term the investment world has been using since at least the 1940s to describe the highest standard. It is called fiduciary investment advice.
Quarterly Report on Q2 2020

This past quarter, the general theme has been how quickly global markets sold off and came back, even as headlines stoked bonfires of ongoing upheaval.
Eight “Best/Worst” Wealth Strategies During the Coronavirus

Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.
When It’s Value vs. Growth, History Is on Value’s Side

Historically, value stocks have outperformed growth stocks in the United States, though recently that hasn’t been the case.
Understanding Sequence Risk in Retirement

When planning for retirement, we have a degree of control over many of the choices involved. However, there is one big wild card called sequence risk.
Under the Macroscope: When Stocks and the Economy Diverge

Do you find it puzzling when a bleak economic media report emerges, only to be accompanied by a positive surge in the stock market? You’re not alone.
How To Be Positively Skeptical – Part 4

There are only so many hours in the day to do all the financial fact-checking you would like to when deciding who and what to believe.
How To Be Positively Skeptical – Part 3

In the financial jungle, it’s essential to look before you leap at emotion-triggering misinformation. Here are five “do’s” and “don’ts” for due diligence.
The Bumpy Road to the Market’s Long-Term Average

Since 1926, the US stock market has rewarded investors with an average annual return of 10%, but returns can be sky-high, poor or somewhere in between.
How To Be Positively Skeptical – Part 2

Today, let’s talk about your emotional reaction to unfolding news, and the impact that it can have on your financial well-being.