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    The Myth of the Customized Investment Portfolio

    Let’s say you walk into the offices of a large, recognized investment firm– the specific firm is irrelevant, this is simply an example – but a large firm where you would likely meet with a financial advisor. Let's imagine that this financial advisor has a hundred different clients. I'd be willing to bet you, based on my experience, that those hundred clients all would have very different-looking portfolios, different types of managers, and different asset classes. There's no pattern to what client A is invested in versus client B or someone else for that matter. This difference between the individual clients’ portfolios would not only be celebrated by the financial advisor but even advertised and promoted with some pride and self-congratulation. 

    Behavioral Finance: Seven Common Mistakes That Investors Make

    Everyone always wants to talk about fees.How much are they? Are they too high, too low, or just...

    The Problem with Longevity Risk

    When I think about my children, my family, the fact that I am able to move my body at will, it’s...

    The Importance of Staying Financially Fit

    At our old office before our renovation, I had a whiteboard behind me where I scribbled occasional...

    The Link Between CrossFit and a Successful Investment Strategy

    Say I’m stuck on the top floor of a four-story building that’s on fire. I need help. Two strong,...

    Investment Fads: Why You Need to Steer Clear

    If you’ve been listening to the news lately, you may have heard of the cryptocurrency company that...

    The Pressure of Making the Right Financial Decisions

    Let's talk about the pressure that some folks put on themselves when it comes to decision making....

    What To Do In A Bear Market As You’re Approaching Retirement

    All the talk in the news about whatever the headline is today, provides plenty of fodder for people...

    Investment Benchmarks: How to Measure Success

    If you pay attention to the financial media or any news that’s market-related, you may notice that...

    Understanding Dividend Investing: How to Build Your Wealth

    Can we agree on the fact that if you want anything to grow, you need to invest in a productive...
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