Listen Now Should you manage your money or hire a professional to help? In the first of a three-part series on hiring an advisor, you will learn: How to think about doing any given task versus hiring a professional The value of an advisor according to a prominent...
Listen Now Watch The Interview Peter interviews Gerard O’Reilly, Co-Chief Investment Officer and Chief Investment Officer of Dimensional Fund Advisors, which manages $653 billion for clients across the globe. Listen now and learn: Gerard’s perspective on current...
Listen Now With so many different investments, how should you choose what to include in your portfolio? Listen now and learn: The tradeoffs between implementing a bad idea and missing out on a good oneA framework for determining whether higher performance is the...
Listen To the Episode Watch The Interview Peter interviews fellow Chief Investment Officer and investment-industry thought leader, Phil Huber. Phil Huber is a wealth management practitioner and an investment-industry thought leader. As a CFA and CFP®, Phil is uniquely...
I’m a big fan of email newsletters, both as a reader and a creator. I’ve been writing my own newsletter since 2010, sending the first one out to a whopping 27 people. These were mostly my family, close friends, and co-workers, so I was pretty sure it wouldn’t be seen...
