With coronavirus and the volatility of markets like this it is easy to get queasy. We must continue to keep our eyes on the horizon and embrace the swells.

“Since US stocks are doing so well, why should anyone hold international stocks?” Here are at least six reasons to keep a global focus when investing.

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.

With the recent market swells, I imagine many of you are feeling some queasiness. It’s important to keep a long-term focus as you invest.

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?

A few market gyrations or some major stock declines in popular technology stocks will get you thinking about risk again. Here are some reminders on risk and its role in investing; and how you can manage it.

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.

It is really hard to beat an index. If you or your adviser are pursuing traditional active management, the odds are stacked against you winning. Passive management has been growing in recent years for this reason.

Don’t be afraid to ask your financial advisor about fees. It is your money. Make sure you know how much you are paying so you can truly value what you are paying for.

Devotion to dividends may be hurting returns and increasing risk. Investing is difficult, and often made more difficult by our biases and misconceptions. Here are the facts.

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.

According to our rough analysis, over the past decade, mutual fund investors wasted about half a trillion dollars on unrewarded active management expenses.

Our intellectual curiosity drives us to understand the complexities of financial instruments and estate planning tools that provide real advantages, but from there we aim to protect you from unnecessary complexity and keep our solutions understandable, measurable, and affordable.