In this blog, I dive into common “investment products” that have disappointed many investors, particularly when shown alternative solutions.

A critical role that our industry can play is to protect clients from value-destroying actions and ill-thought out investments.

It would do well for financial and wealth managers to study servant leadership. Advisers have the responsibility to serve their clients well.

We tend to get focused on one side of the coin or the other, yet few things are that clear. Investing takes time, perspective, and patience. Each year, there are good things and bad things, still, the world doesn’t end. Here are the top 10 good/bad things of 2018.

Most people assume their investment “advisor” is obligated to put their interests first. Unfortunately, this is not always the case. Here are some questions to consider to get more assurance that your advisor is working for you.

Women are 80% more likely than men to be impoverished in retirement. What are the reasons for this retirement gender gap and how we can close the gap?

What is private equity? Is it worth the complexity and how can it fit in your portfolio?

5 common investor biases are overconfidence bias, self-attribution bias, mental accounting, loss aversion bias, and home bias. How will you overcome your behavioral biases? Or will they negatively impact your portfolio?

Don’t let those bond managers sell you on coupons alone! You need to know what you paid, the likelihood of getting future coupon payments and the par value, and how long until you get the par value back. Knowing these details allows you to effectively evaluate your bond and/or manager.

Many of us fall victim to behavioral biases and emotional-decision making. But the evidence says that ETFs and index funds are more efficient than high-cost, actively managed funds.