If we have ever had a conversation, or if you have read any of my material in ...

Read More

 The DALBAR Quantitative Analysis of Investor Behavior (QAIB) has been released for 2022.  Every year, DALBAR releases ...

Read More

 I’m fortunate enough to have a subscription to a financial newsletter by Paul Dietrich, the Chief Investment ...

Read More

As with some of my weekly newsletters, my topic of discussion comes from a conversation I had ...

Read More

 If you have ever had to deal with an estate that was not properly established by a ...

Read More

 Well, the “chump was stumped!”  I had an interesting conversation with a client who is using some ...

Read More