Your Old Tax Returns Could Save You Thousands
I’ve talked before about how most financial advisors don’t actually do tax planning… But what do I really mean by…
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The Retirement Death Spiral [Part 2 of 2]
I previously mentioned the retirement death spiral. Retirement income often doesn’t keep up with expenses, so your only option is…
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The Retirement Death Spiral [Part 1 of 2]
The typical retirement portfolio is built on a 60/40 split. 60% stocks.40% bonds. For decades, this was considered the “safe”…
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This Would be a Brutally Honest Sales Pitch
Here’s a good wealth advisors brutally honest sales pitch: “I’m going to have you keep pace with the market every…
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The Wolf of Wealth Advisory
Ever seen the movie The Wolf of Wall Street? Even if you haven’t, you probably know the plot. Guy on…
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The Financial Industry is Just Big Pharma in Nicer Suits
I know that sounds harsh but: The financial industry is just Big Pharma in nicer suits. Think about how Big…
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Goalkeepers vs Financial Advisors
The first USA World Cup match is this weekend, so I was reminded of a study I read years ago…
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Beyond Risk Tolerance Questionnaires: A More Effective Approach to Investment Planning
Traditional risk tolerance questionnaires (RTQs) are widely used in financial advising, marketed as tools to measure an investor’s willingness to…
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Finding the right financial opportunity
“In the midst of every crisis, lies great opportunity.” ― Albert Einstein. The trick is, finding that opportunity. For example,…
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Diversify your investments
You’ve been told by everyone (including me) that you need to ensure you diversify your investments. And of course you…
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