Regardless of your reason for seeking financial advice, there is almost certainly a financial advisor who can help. Need assistance with retirement planning or investments, or just want to make sure you’re on track financially?… Read More
If you are a long-time Clark Howard listener or you’re familiar with NAPFA, you likely understand the advantages of working with a fee-only financial advisor. However, if you’re early in your search for an advisor… Read More
If you are wondering how to find a financial advisor, you’re not alone as the process can be challenging. The industry has long lacked consistent standards, and anyone can call themself a financial advisor. To… Read More
Many years ago, my wife, 6 year old cat and I made the move from Chicago to St Simons. It was a long journey – over 1,000 miles of driving – and we were exhausted… Read More
For years, investor advocates have pushed for a uniform fiduciary standard and many investors are aware of the importance of working with a fiduciary advisor. But a uniform fiduciary standard was fiercely opposed by Wall Street. Regulation BI is Wall Street’s answer, but will it help investors?
Recognizing flaws in your thinking, making the best decisions and forming good habits are all important in achieving financial success. Here are some great books to help you accomplish those goals.
If you want to improve your investment decisions, you need to quantify the impact of those decisions. That’s where attribution analysis comes in.
Recently a client asked how his portfolio was doing, and my answer was that he was doing well because the portfolio return over the last decade was above the return target he had established in… Read More
I attended a conference on communications a few weeks ago run by Dimensional Fund Advisors. Dimensional, or DFA as they are known, has an interesting story. They were founded by academics, including a few Nobel… Read More
I’ve never trusted whatever version of Who’s Who has contacted me over the years. The various pitches were always full of flattery — not only were they willing to honor me, but they were even… Read More