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Is This Trend Your Friend?

on Mon, 2014-08-25 07:25

Jason Zweig and Charley Ellis are highlighting a sea change in the investment industry. Increasing number of investors choosing to index or go passive, combined with the new robo-advisors may just mean that this trend IS your friend?

Can an Advisor help me reduce stress?

on Sun, 2014-06-15 20:43

This column by Jason Zweig reminds us that we investors tend to be our own worst enemy. Would a trusted advisor be able to convince an investor to pare back on my winners and buy losers?! Is that the most critical job of an advisor? To protect me from myself?

What's the Right Benchmark for Hedge Funds?

on Sat, 2014-04-26 16:24

This column illuminates why certain benchmarks are misleading and even wrong when evaluating the perfromance of hedge funds.

What's harder? Keeping to my budget or knowing the year I will die?

on Tue, 2014-04-15 07:41

Interesting perspectives on retirement planning - budgets, spending ratios and human behavior!

A New Paradigm for the Expensive Advice Business Model?

on Sat, 2014-04-12 20:00

Start ups don't always succeed; however, revolutions in pricing and delivery methods can catch on and have a lasting impact. This article shows how Vanguard as well as a number of start ups are attempting to offer personalized advice but without the typical .70% or 1% of assets fee. The chart is instructive and informative, and still, it's always a good idea to be wary when promises sound too good to be true. Do your own due dligence!