How to Break Bad Money Habits February 11, 2018I sat down with Susan Johnston Taylor at US News for a Q&A. I shared tips for avoiding common financial blunders and setting money goals.
Diversification Is the Sane Alternative to Betting Big on One Investment February 11, 2018With no proven model for picking the next winner, can you really afford to bet big on any one investment? Perhaps the better choice really is to stay diversified. A...
The Value of an Advisor February 8, 2018The work that real financial advisors do is different than the work the traditional financial services industry has done. Instead of learning how to justify the fee you charge a client,...
The Single Most Valuable Asset Is Trust February 8, 2018In this three-part audio series, I want to introduce a relatively narrow and simple, but insanely powerful, concept. Trust is the single most valuable asset that any real financial advisor...